Losing Money AND Paying Taxes? There may be a better way.

CPA’s listen up!  As you begin preparing tax returns, some of your clients may have lost money last year but still owe capital gains taxes because their mutual funds paid year-end “capital gains distributions”. “A capital gains distribution is a payment to mutual fund shareholders that is prompted by a fund manager’s liquidation of underlying stocks and […]

7th Market Update

US Asset Management

Something interesting happened in the stock market last week called ROTATION. We saw the stock market pull back from it’s high, as investors started to wonder if maybe the peak in the market is in.  Unemployment is now the lowest it’s been since 1969 which is great, but interest rates are now starting to move […]

6th Market Update 6-26

June 26, 2018 Yesterday, the stock market dropped over 400 points1 at the bottom as the market reacts to: President Trump’s tough stance on China2 There are a couple of things going on here. Trump has threatened to impose tariffs on $200 billion worth of goods coming to the US from China. Part of this […]

Avoiding An Unsuccessful Marriage

us-asset-avoid-an-unsuccessful-marriage

Why do people stay in unfulfilling relationships when joyful ones are possible? Even if you’ve never been involved in a one, we’ve all seen it; the relationship between two people that starts out wonderful but later dissolves.  Indifference and dissatisfaction seem to outweigh love and mutual admiration.  Marriages are not the only relationships that can […]