Category

Financial Planning
Are my taxes going up? In a little over a week this nightmare of an election season will be over. A new president will be inaugurated, with new policies and different views on what is right for America than our last president. You may agree or disagree but there is no changing the inevitable and...
Read More
New Year, New You, Same Market The start of January and a new year always brings with it the feeling of a clean slate. A chance to alter the direction of the path you’re currently on. Many will make resolutions like spend more time with family, or drink more water. The idea of a clean...
Read More
by ACM Wealth ACM Wealth Administrator The 2017 Tax Cuts and Job Act limited the deductions for state and local income taxes (SALT) to $10,000.  As a result, many taxpayers began to use the “standard deduction” as opposed to itemizing deductions for federal income tax purposes. This further limited the benefit of charitable deductions to taxpayers...
Read More
by Dr. Charles Lieberman Chief Investment Officer The pace of the economic recovery is slowing, as governments close restaurants and other facilities to stymie spread of Covid. But approval and widespread distribution of at least two vaccines ensure the economy will soon get a booster shot (figuratively) even as the population gets a booster shot...
Read More
2020, a year of regrets?   Happy holidays everyone, I hope your Christmas was wonderful in this odd year where it may have looked very different for the majority of you. The week between Christmas and New Year’s always brings with it a time to reflect on the past year, and if you read other...
Read More
Forefront’s Monday Market Update Stimulus = Futures down almost 2%?!?! Not Surprising Late last night, lawmakers from both sides finally came to an agreement on a Government stimulus package. As I have written about before, anytime the Government undertakes deficit spending, they are alerting the people that at one point that money will be owed...
Read More
by Jeff Deiss, CFP CFP, AEP, Wealth Advisor Absent any last minute changes from Congress, below are a few year-end tax reminders.  This list is not exhaustive and a conversation with your tax advisor is always recommended. Harvest gains and losses before year-end, which is a classic year-end planning technique and one what we employ regularly...
Read More
by Jeff Deiss, CFP CFP, AEP, Wealth Advisor The topic of IRAs can be confusing and we typically get questions this time of year on IRA contributions amounts and limits and deadlines. The deadline for contributions to a 2020 traditional or Roth IRA contribution is the same as the tax-filing deadline—April 15. Eligible taxpayers can...
Read More
by Kevin Kern Founding Partner When COVID forced the government shut down of the economy, established dividend paying companies curtailed distributions to husband cash and income focused investors moved to cash in panic. Other investors hopped on the momentum rockets of large cap technology. For those higher yielding dividend investors who stayed invested, they watched their...
Read More
by Kevin Kelly Portfolio Manager Many investors do not realize they are playing with fire in the fixed income portion of their portfolios by choosing to own common, high quality investment grade bonds. The typical, easy to construct investment grade portfolio of brand name bonds will leave investors with low yielding assets that have significant...
Read More
1 2 3 4 14

Email Marketing by Benchmark

Recent Posts

Forefront’s Monday Market Update
May 10, 2021
Monday Market Update – May 3rd
May 3, 2021
Retirement Income Considerations
April 26, 2021