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It’s everyone’s favorite time of year: tax time! As you’re filing your taxes this year, you will undoubtedly be faced with a lot of tax lingo. It can be overwhelming if you are not familiar with the terminology. A common tax question is “did you buy or sell any assets this year?”. This question is really getting at the treatment of a capital gain or capital loss. Now, you may prefer to turn over the documents showing this information to your tax software or CPA, but understanding how a capital asset is taxed can help you make smart decisions during the tax year.
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In 2023 markets reversed their 2022 performance with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq all generated exceptional returns last year: 26.3%, 16.2%, and 44.7% respectively (with reinvested dividends). The S&P has come full circle and is now only a fraction of a percentage point below the all-time high from exactly two years ago. The US 10-Year Treasury yield climbed as high as 5% in October before falling to end the year around 3.9%, pushing bond prices higher in the process.
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Inflation has been one of the hottest topics in economic news throughout 2023. Maybe you have read about inflation in the news or talked about the most recent data at the proverbial water cooler. If you have not heard about the recent bout of inflation, you have certainly felt its effects. Maybe that’s led you to ask questions like “why do we have inflation?” It is a good question, and one that has a very meaningful impact on your financial goals.
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While the holiday season is ideally a time for family and friends, it is also a good time to review tax strategies for the current as well as the coming year. Tax planning includes possibilities such as tax-loss harvesting, choices of investment vehicles, order withdrawal optimization, and many others. Given the complexity of these considerations, it’s important to work with a trusted financial professional to best understand each approach and its implications. It’s also important to understand the economic climate’s effect on taxes, especially the impact of inflation. What should investors know as they plan for 2024?
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You’ve probably done it all your life. First you (or your parents) enrolled you in a good kindergarten. From there, you ‘graduated’ to a solid grade school. Then came an excellent high school, after which you were lucky (and hard-working) enough to be admitted to a top-notch university. It’s been a step-by-step – and well laid-out – progression your whole life. Isn’t that how careers (and lives) are supposed to work? All nicely laid out with one pre-ordained step after the other?
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For many individuals, financial planning extends beyond managing their investments with the goal of a comfortable retirement in mind. It can also include the desire to make a positive impact through charitable giving. Charitable Gift Annuities (CGAs) have long been a popular way for individuals to address both their retirement goals as well as their philanthropic interests.

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