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Understanding Capital Gains
The act of investing – putting aside money today and buying an asset like a house, or stock – generally has one main goal in mind – capital gains. Capital gains can apply to any type of asset: a home, a stock, a bond and even a collectible like a rare coin. When an...
Third Quarter 2022 Review and Market Commentary: Cruel September
Forget April, September has again proved itself to be the cruelest month of the year for investors. In the one just ended; the S&P 500 Index (‘S&P 500’) fell 9.2%. Other major indices acted in like manner. The main culprits of the third quarter’s weakness...
Tax Strategies for Retirees
Many if not most retirees will likely need to access money from savings to supplement Social Security and other sources of income in retirement. Be sure to schedule time with your adviser, retirement specialist or tax professional to help you identify a tax-efficient...