State of the Market Update
The last quarter of 2024 is here. Clayton Johnson from Squire Wealth Advisors and Brian Haywood from Buckingham share some insights on the market!
The last quarter of 2024 is here. Clayton Johnson from Squire Wealth Advisors and Brian Haywood from Buckingham share some insights on the market!
As election season approaches, it’s natural for investors to feel a bit jittery. After all, the stakes are high, and the political landscape can seem like a rollercoaster. But fear not! History shows us that the stock market has a way of marching to its own beat, regardless of who holds the reins in Washington. Let’s dive into reasons to be optimistic and keep your investment strategy steady.
Navigating the U.S. tax system can be challenging for small business owners, but leveraging the Qualified Business Income Deduction (QBID) can lead to significant tax savings. With the QBID set to expire after December 31, 2025, understanding how to maximize this deduction is crucial. In this article, we explore key strategies to help non-corporate businesses optimize their tax efficiency and make the most of this valuable provision before it’s too late.
In recent years, the approach to estate planning has evolved significantly. Historically, much of estate planning focused on moving assets out of your estate to minimize exposure to estate taxes. However, with the current high estate tax exclusion amounts, there's now a shift towards keeping assets within the estate to take full advantage of the step-up in basis rule.
"Stay informed about the latest market volatility and economic insights with our in-depth analysis. Discover how recent movements in the S&P 500, bond yields, and the VIX index reflect current economic trends. Learn about the implications of the latest jobs report, the Sahm rule, and Federal Reserve policies on your investments. Our blog post provides a comprehensive overview to help you maintain a long-term perspective and make informed decisions. Explore our recommended diversified portfolio strategies designed to weather market fluctuations. Stay updated with our quarterly economic outlook for deeper insights.
Before you can begin to claim any Social Security benefits be sure you're checking these 6 things off your list to start your retirement off on the right foot.