Once upon a time, investing in the stock market involved ticker tape and a lot of phone calls. Today, most investors reach no further than their pocket for up-to-the-minute market updates, portfolio valuations, trading capabilities, and analytics. The property management industry is only now beginning to complete a similar transition, and many real estate investors … Read more
Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own bank account. In other cases, this type of identity theft may involve a scam artist calling on the phone, pretending to be a rep from the Internal Revenue Service (IRS), … Read more
With more and more seniors aging in place, the rise in caregivers who are not health professionals has begun to increase as well. Informal caregivers may find that their work is rewarding, since they ensure that their loved one is getting the care they need and able to live their twilight years how they want; … Read more
The US economy had a tumultuous year in 2020, to say the least, and after rebounding strongly in the third quarter, the holiday surge in COVID-19 cases increased the risk that the economy may stumble heading into the new year. The sharp increase in new COVID-19 cases led to additional curbs on activity to contain … Read more
The recession appears to be behind us in the United States, and the early stages of an economic expansion have been taking shape. There is a growing debate over whether an expanding economy, in conjunction with historic fiscal and monetary policies, may cause inflation to overheat. This begs the question, will we see a reflationary … Read more
Talking about the end of life or possible tragic events is not something people naturally want to do, but it is important. To have your wishes honored and to create a plan to make the transition easier for those left, these plans need to happen while you are still here! Imagine this, you get in … Read more
Negative yielding debt has been one of the most extraordinary and peculiar consequences of global monetary policy initiatives, turning the basic premise of fixed income investing upside down. Instead of one party lending another party money, and the lender receiving interest in return for the risk incurred, since 2018 the levels of outstanding debt in … Read more
ALTHOUGH A YEAR AWAY, YOUR 2021 TAX PLANNING SHOULD HAVE ALREADY STARTED Amidst all the pandemic news and 2020 election drama, many might have missed that the IRS also quietly published new 2021 tax rates in late October and a there are plenty of changes that will impact taxpayers in 2021. While it’s more than … Read more
US economy grew slower than expected US gross domestic product (GDP) grew 4% quarter over quarter on an annualized basis in the fourth quarter according to the Bureau of Economic Analysis, below Bloomberg consensus forecasts of 4.2%. Government and consumer spending were notable drags on growth in the fourth quarter, though the strength in the third quarter … Read more
Many of us remember the phrase “too big to fail” from the 2008 financial crisis and cringe now that its use has been resurrected during the coronavirus pandemic. Others remember that the term was also used in 1984 by U.S. Congressman Stewart McKinney when he talked about the FDIC’s intervention with Continental Illinois, which became … Read more
The onset of the global pandemic shocked the economy and triggered one of the deepest recessions ever in 2020. As investors fled to “safe haven” Treasuries and the Federal Reserve (Fed) lowered interest rates, the yield on the 10-year Treasury traded as low as 0.31% intraday on March 9, 2020 (its lowest closing yield was … Read more
Being a doctor comes with a lot of stressors, but planning for taxes should not be one of them. As a doctor, you have been through years of hard work and may be looking for ways to help limit your tax liability and preserve as much of your hard-earned income as possible. Below are some … Read more
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