Monthly Archives: February 2023

We get it, preparing your taxes is not the most exciting task. However, there are advantages to filing early which can create some beneficial planning opportunities for your financial situation.…

The most important thing to note is that 2023 tax rates have opened up for filers. Standard deduction limits have increased for tax year 2023

Market Levels Stocks posted their worst weekly performance of the year last week as bonds yields and the US dollar rose in respect to the Federal Reserve’s favorite inflation gauge…

Tips for Tax Diversification Last week we touched on the Tax Diversification strategy and it’s importance to retirement planning. A quick recap of what the strategy involves is, diversifying the…

Investors get a break on Monday, February 20th as the markets are closed for the Presidents Day federal holiday. Year to date (YTD) (a) S&P 500 +6.24%  NASDAQ +12.62% Dow 30…

This strategy involves diversifying the different types of retirement accounts you may have investments in to help manage your tax liability. Some of the different accounts include tax-deferred retirement accounts…

Year to date (YTD) (a)S&P 500 +6.54% NASDAQ +11.96%Dow 30 +2.18% Sector Performance - 3 Month (b)Communication Services +17.73%Information Technology +15.91%Consumer Discretionary +12.33%Real Estate +11.90%Materials +8.05%Financials +7.86%Industrials +7.01%Utilities +3.11%Consumer Staples +1.89%Energy…

MARKET MONDAY - February 6th, 2023 (read below) Stocks closed in the red Friday but up for the week. The S&P was positive for two consecutive weeks (and 4 out…