by lportee53 | Jul 24, 2024 | Taxation
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
by lportee53 | Jul 22, 2024 | Weekly Insight
Weekly Market Insights | July 22nd, 2024 Investors 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 &...
by lportee53 | Jul 17, 2024 | Retirement, Savings
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...
by lportee53 | Jul 15, 2024 | Weekly Insight
Weekly Market Insights | July 15th, 2024 Stocks 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...
by lportee53 | Jul 8, 2024 | Weekly Insight
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...
