Blog
Tax Deductions You Won’t Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
July 22nd, 2024
Weekly Market Insights | July 22nd, 2024Investors Shift, Anticipating Lower Interest Rates Stocks were under pressure last week as investors appeared to rotate out of mega-cap tech stocks and into areas that may benefit from lower interest rates. The Standard &...
A Bucket Plan To Go With Your Bucket List
A Bucket Plan to Go with Your Bucket List John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position...
July 15th, 2024
Weekly Market Insights | July 15th, 2024Stocks Advance After New Inflation Data Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in. The Standard & Poor’s 500 Index advanced 0.87...
July 8th, 2024
Weekly Market Insights: Stocks Steady In Short Holiday Trading Presented by Crossroads Financial Advisors Stocks steadily advanced over the holiday week thanks to strength in mega-cap tech issues and encouraging jobs data. The Standard & Poor’s 500 Index rose 1.95...
Making A Charitable Contribution
Making A Charitable Contribution Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Donating appreciated securities to a tax-qualified charity...
July 1st, 2024
Weekly Market Insights: Stocks Rise Modestly Over Short Trading Week Mixed Message From Fed Chair, Governor Stocks finished the last week of June and Q2 mixed as investors digested a fresh round of economic data. The Standard & Poor’s 500 Index slipped 0.08%,...
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
June 24th, 2024
Weekly Market Insights: Stocks Rise Modestly Over Short Trading Week Presented by Crossroads Financial Advisors Stocks edged higher over the four trading days last week, with the three major averages taking turns leading based on various economic and artificial...
June 17th, 2024
Weekly Market Insights: Market Enjoys Gains, Reacting To Major Reports Presented by Crossroads Financial Advisors Stocks notched a solid gain last week, driven by the Fed’s decision, May's inflation report, and Apple’s AI-related news. The Standard & Poor’s 500...
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