Here’s a summary of the main planning opportunities with the Covid Stimulus Bill – American Recovery Act which recently passed the Senate and went back to the House to finalize. Bulletpoint summary: $1,400 stimulus payment for taxpayers and dependents, on income up to 75-80k for single filers and 150-160k for joint filers. This is based…
In this video, I walk through Biden’s proposed tax changes and some planning opportunities if each of them became law. It’s important to note the likelihood of passage of any of these proposals is small at the current moment given that control of the Senate is still up for a runoff in Georgia, and that…
Here’s a short video showing how the presidential party impacts (or not) the stock market over the long term. Since we are – or should be – long term investors, we should not be concerned about which party holds the White House from an investment perspective! Over the last 100 years and 15 presidencies, there…
I recenly received several mailers from TD Ameritrade where I hold my investment accounts and also where I custody client assets. Both documents were in response to recent legislation or regulations from the Securities and Exchange Commission. In this video, I walk through those two statements and talk to how it impacts my clients. On…
Today I discuss important factors to consider when trying to determine the appropriate asset allocation – between stocks and bonds. In the video, I reference two articles I wrote, linked below. The first article speaks to keeping what you earn by investing more conservatively. The second speaks to the multiple steps I take to determine…