Even as the United States and the rest of the world began to emerge from the pandemic, 2022 was a rough year for the U.S. economy and for our financial markets. Stocks suffered their worst loss in over a decade with the S&P 500 Index declining 18.11% for the year. Bonds also suffered steep losses […]
ETFs and mutual funds are the two main types of managed accounts for investors. The IRS tax treatment of ETFs and mutual funds is the same, however, the structure of ETFs can make them a more tax-efficient option for taxable accounts. Let’s take a look at why ETFs are generally more tax-efficient than mutual funds. […]
Charitable giving is a great thing to do regardless of whether or not you are able to realize a tax benefit. However, if you can help others and realize a tax benefit this is a good thing and might even allow you to give a little bit more. Here are some things to know in […]
Medicare is the core component of healthcare coverage for most retirees. Medicare is also misunderstood by many people as they approach age 65. As Medicare open enrollment approaches, here is a brief overview of the basics of Medicare to help increase your understanding of this important program. What is Medicare? Medicare is a federal health […]
