The Wealth Report: Spotlight: Taxes and Your Portfolio

SPOTLIGHT: TAXES AND YOUR PORTFOLIO Choose investments and investment vehicles based on your specific goals. However, you also can make strategic choices that can help minimize your tax obligations and maximize your returns. Overview Tax-minimizing strategies are available to everyone, not just billionaires. There are many ways to help reduce your tax bill on investment…

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THE WEEK IN REVIEW: Oct. 17 – 23

Markets return to record levels on the back of strong earnings Markets surged on strong earnings for the second week in a row. With no new surprises from FederalReserve speakers and scant economic data, there wasn’t much to hold markets down and we hit record highs again last week. Washington was also quiet as talks…

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THE WEEK IN REVIEW: Oct. 10 – 16

Earnings keeping supply chain and inflation concerns at bay — for now The third-quarter earnings season kicked off last week. After a few days of fretting about inflation, stagflation, labor shortages and supply chain worries, the markets decided enough was enough.Bolstered by better-than-expected earnings from the likes of Bank of America and Morgan Stanley, the…

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The Wealth Report: Women and Work: The Path Forward

WOMEN AND WORK: THE PATH FORWARD Good, stable, affordable child care is hard to find. The same holds true for elder care. Until these issues are addressed, millions of women will remain out of the workforce. Overview As U.S. employers desperately seek workers, millions of mothers remain on the sidelines due to health safety concerns,…

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Slowing Market Climb: Q3

SLOWING MARKET CLIMB Despite hitting record highs well into August, markets were subdued throughout the third quarter, especially in comparison to the heady optimism experienced in the first half of 2021. Rising coronavirus cases and stalling vaccinations increased concerns about new restrictions and delayed reopening. Inflation began to surge as demand outstripped supply, leading many…

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THE WEEK IN REVIEW: Oct. 3 – 9

More debt ceiling drama U.S. stock indexes soared higher after Senate Majority Leader Chuck Schumer said lawmakers had reached a deal on a short-term debt limit extension, which would put off a possible government default to December. The markets rallied on the news, erasing most of the previous week’s losses amid more volatility than we’ve…

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THE WEEK IN REVIEW: Sept. 26 – Oct. 2

Not there yet! The “actual” meaning of zero The week dawned with expectations for a vote on the $1.2 trillion infrastructure bill and the massive$3.5 trillion “Build Back Better” reconciliation bill. We’ve previously said that tying together the two bills —one of which seemed expensive but logical and is enjoying bipartisan appeal and the other…

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