0:51 - In the News: Dr. Fauci, Employment, September Markets
4:18 - Which party would be better for markets and the economy?
4:45 - How would taxes change under each administration?
6:48 - 2021: What will have the most impact?
Aside from COVID-19, what represents the biggest risk for investors in the second half of what is turning out to be a historic 2020?
1:15 - In the News: What Employment Can Tell Us About Economic Recovery
2:52 - Stock Market Returns in October
3:43 - Value Stocks vs Growth Stocks Historical Returns
5:19 - Why Do Value Stocks Tend to Outperform Growth Stocks?
9:37 - What Should I be Investing in Now?
1:42 - In the News: Expansion in the US
2:24 - Recent Market Performance
5:07 - Patience: Why This Election is Different
6:52 - Elections Through Inaugurations: Should You Stay Invested?
Unprecedented! That word had been used ad nauseam in 2020.
I start getting anxious this time of year when I am forced to collect all the necessary information for my tax advisor. In preparation for the upcoming tax deadline, Monday, April 18, 2022, I wanted to summarize what to expect in the way of relevant tax information related to your investments.
Making good decisions and ultimately avoiding costly mistakes can be life-changing. Note that it does not start and end with picking the best player or hot stock but rather goals and a plan.
“Past performance is not indicative of future results.” Most people think of investing when they hear or read the sentence above, the ultimate statement of caution. What do you think of this statement when it comes to baseball?
Once the proverbial game clock expires on December 31st, our financial decisions are, for the most part, locked in. There’s no going back. Here are some suggestions to consider for your savings and/or to mitigate the tax bite for 2021.
Are you really saving as much as you could without someone pushing you? Are you really investing in the most appropriate manner without someone advising you? Are you really on track toward financial independence at the earliest age possible without someone mapping out the path?
The benefit of a diversified investment portfolio is that, while again we do not know who the actual winners and losers will be, the risk of excluding the best is greatly reduced.
Personal financial planning is critical to help ensure that, in both good times and bad, emotions do not lead to irrational money management decisions and costly mistakes.
