Year-end Tax Report
- 20
- Oct
One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component to helping our clients benefit from potential tax reduction strategies. Other than some IRS inflation adjustments, calendar […]
Continue reading- Macaela Fahey
- Uncategorized
- Comments Off on Year-end Tax Report
Third Quarter Newsletter
- 18
- Oct
Historically, the third quarter is the worst quarter of the year in equity markets. 2023’s third quarter followed that trend. September was very uncomfortable for investors as volatility increased during this last month of the quarter. Equities moved lower in late September as the Federal Reserve refrained from raising rates, but announced there is a […]
Continue reading- Macaela Fahey
- Uncategorized
- Comments Off on Third Quarter Newsletter
For the last several months, talk of a recession has been making news headlines. Analysts and investors have been speculating if, when, and how bad of a recession the U.S. could experience. News sources have resembled Paul Revere proclaiming, “a recession is coming!” In their recent meetings, the Federal Open Market Committee (FOMC) reported that […]
Continue reading- Macaela Fahey
- Uncategorized
- Comments Off on Ideas to Help Prepare for a Recession