Understanding the Fine Points of Capital Gains and Losses
Capital gains and losses don’t just apply to stocks. The rules also vary depending on the type of property the asset is. Read all about it in this week’s Tax Tip.
Mixed Results
Indices ended the session mixed. The Dow and S&P 500 added gains while the Nasdaq closed in the red on Tuesday. Moves were mixed on a variety of economic news.
New Rules Affect Retirement Savings Advice
DOL issues new rule for financial professionals if advice provided relates to retirement plans or IRAs. Read more in this week’s Financial Tip.
Slight Retreat
Stocks traded slightly lower on Monday. Energy brands such as Exxon Mobil, Chevron, and Kinder Morgan led the way down ahead of the Federal Reserve’s two-day April meeting, which kicks off on Tuesday.
A Mixed Friday
Stocks closed with mixed moves on Friday. The Dow and S&P 500 added marginal gains while the Nasdaq traded lower. Technology brands such as Microsoft and Alphabet shed some points. Meanwhile, McDonald’s earnings were better than expected.
Accommodating Longevity Risk in Your Financial Plan
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how longevity risk can be managed with asset allocation. Read the Article
Don’t Have a Retirement Plan? Maybe a SEP Is the Answer
Just finished your business’s books for 2015? You have up to the due date of your business tax return to establish a SEP. Learn more in this week’s Business Tip.
Life Insurance Ownership and Beneficiary Designations
Not coordinating your life insurance policy’s ownership & beneficiary designations, may nullify its purpose. Read more in this week’s Insurance Tip.
Stocks Step Up
Indices closed in green territory on Wednesday. Brands such as Yahoo! and Intel stepped up following the release of better-than-expected quarterly results.
Minimizing Tax on Social Security Benefits
How much of your Social Security benefits are taxable depends on your total income, marital status and other factors. Read all about it in this week’s Tax Tip.