The clock is ticking on your chance to reduce your 2024 tax burden, but there’s still time to make strategic moves that could save you thousands. According to Fidelity, with the recent ...
Read More »Doing good by donating stock
Like many investors, you may own shares of stock (or other assets like mutual funds) that have appreciated in value given the generally favorable environment for the markets in recent years. If ...
Read More »Who believes in the S&P 500 rally?
Last month the S&P 500 reached a new all time high. Crazily this has come at the same time that retail investors have been piling out of mutual funds and ETFs at ...
Read More »Dave Says – Do what’s best for you
Need some financial advice? Debt and Income Crisis? Pay off the house first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey. Do what’s best for you ...
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