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Tag Archives: mutual funds

Smart Money Moves: Essential 2024 Year-End Tax Planning Strategies You Can’t Ignore

highly-paid financial homeschool 2024 year-end tax planning strategies

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 ...

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Doing good by donating stock

S&P 500 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 ...

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Who believes in the S&P 500 rally?

S&P 500 stock

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 ...

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Dave Says – Do what’s best for you

dave ramsey

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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