Rebalancing Your Portfolio Without Triggering a Tax Bill By: Stacey Nickens Many investors have seen strong gains in their stock portfolio during 2021. As of close on November 26, the S&P 500 was up 22.3%. An investor who desires certain percentage of their funds to be in stocks may accordingly find that their stock [...]
The holidays can be both busy and expensive. With that in mind, it can be helpful to get your finances in order before you get wrapped up in gift buying and pie making. Use the next few weeks to lower your tax bill, save for retirement, and plan for your future health needs. 1. [...]
Q & A: Will the Presidential Election Affect the Economy? By: Stacey Nickens With COVID-19 dominating the news cycle, you may have forgotten about the upcoming November election. Many states will vote on governors, representatives, and senators, and the country at-large will vote in the presidential election. Presidential elections can generate anxiety and uncertainty about [...]
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