by admwiu | Dec 5, 2023 | Investment management, Newsletter
Long-term bonds generally provide higher yields than short-term bonds, because investors demand higher returns to compensate for the risk of lending money over a longer period. Occasionally, however, this relationship flips, and investors are willing to accept lower...
by admwiu | Dec 5, 2023 | Investment management, Newsletter
On June 8, 2023, the S&P 500 index closed at 4,293.93, just over 20% higher than its lowest recent closing value of 3,577.03 reached on October 12, 2022.1 According to a common definition of market cycles, this indicated that the benchmark index was officially in...
by admwiu | Dec 5, 2023 | Newsletter, Tax planning
The Inflation Reduction Act of 2022 is providing the IRS with an influx of about $80 billion to modernize outdated technology and rebuild a depleted workforce, which is expected to improve enforcement to the tune of about $200 billion over a decade. Treasury Secretary...
by admwiu | Dec 5, 2023 | Business owners, Estate planning, Newsletter
A recent AARP study found that nearly half of all private sector employees ages 18 to 64 had no access to a retirement plan at work. It also found that small businesses are more likely to lack a work-based plan, putting their workers at a significant disadvantage when...
by admwiu | Dec 5, 2023 | Newsletter
With the COVID pandemic receding in most areas of the world, Americans are traveling again. U.S. citizens took more than 80 million international trips in 2022, an increase of almost 66% over 2021.1 If you’re planning a foreign vacation, here are some suggestions to...
by admwiu | Dec 5, 2023 | Newsletter, Tax planning
A couple of federal personal tax credits are available for the installation of certain energy efficient or clean energy property in your home. The energy efficient home improvement credit is available for qualifying expenditures incurred for an existing home or for an...
