Running a business is often full of daily struggles with staying within budget and maximizing profits. As a small business owner, one way you can ease your financial burden is to take full advantage of the tax code. Not all small businesses are created equal, so you should tailor your deductions to your specific industry. […]
Category: Investing
Summary of Market Performance Second Quarter Ended June 30, 2022
U.S. EQUITY INVESTMENT ENVIRONMENT The second quarter began and ended with significant levels of volatility, with the VIX index closing the second quarter at 28.7. U.S. stocks posted their worst first-half performance since 1970, as inflation concerns, Fed-rate hikes and slowing economic growth weighed on markets. The S&P 500 posted losses of 16.1% in the […]
2020: What Does Biden’s Win Mean for Investors?
In the months leading up to the election, there was no shortage of predictions about what would happen if Joe Biden won. Despite that historically the party that wins a presidential election does not matter to the stock market. Ruchir Sharma, the chief global strategist for Morgan Stanley, wrote a column on the subject for […]
5 Smart Tax-Efficient Investment Strategies for Maximum Returns
These tax-efficient investing strategies will boost your returns. Why Tax-Efficient Investing Strategies Matter Let’s be honest, avoiding taxes on your investments isn’t the first goal of your portfolio. Your first goal is to maximize earnings. However, no good investment strategy is complete without an awareness of your potential tax burden. In a nutshell: taxes reduce […]
Using Options to Hedge: Boost Your Portfolio & Protect Your Risk
Unpredictable market swings stressing you out? These three strategies for using options to hedge will minimize your downside risk while protecting your portfolio. Have you been anxious about your portfolio ever since the market became a COVID-19 rollercoaster? Despite the giant tumbles and record-lows of coronavirus investing, it’s crucial to stick to your financial plan […]