by admwiu | Dec 6, 2023 | Newsletter, Tax planning
College students and parents deserve all the help they can get when paying for college or repaying student loans. If you’re in this situation, here are three federal tax benefits that might help put a few more dollars back in your pocket. American Opportunity...
by admwiu | Dec 6, 2023 | Investment management, Newsletter, Retirement
Financial markets reacted turbulently to the collapse of Silicon Valley Bank (SVB) on March 10, 2023, followed two days later by the failure of Signature Bank of New York. With $209 billion in assets and $175 billion in deposits, SVB was the nation’s 16th largest bank...
by admwiu | Dec 6, 2023 | Investment management, Newsletter
Market volatility is stressful for many investors, and 2022 offered plenty of stress tests. The bear market that began in early January sent stocks on a wild ride with far more downs than ups. The S&P 500 hit its low point for the year in mid-October, down more...
by admwiu | Dec 6, 2023 | Investment management, Newsletter, Tax planning
Municipal bonds are issued by public entities such as state and local governments, health systems, universities, and school districts to help finance the building and maintenance of infrastructure projects such as roads, airports, water systems, and facilities....
by admwiu | Dec 5, 2023 | Newsletter, Retirement
The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. Most Americans are protected by the Old-Age, Survivors, and Disability Insurance (OASDI) program — the official name of Social Security — throughout their...
by admwiu | Dec 5, 2023 | Newsletter, Retirement
The IRS warns that although scams are especially prevalent during tax season, they also take place throughout the year.1 As a result, it’s important to always be on the lookout for suspicious activity so that you don’t end up becoming the victim of a scam. One of the...
