Northfield NJ | Wealth Management | (609) 380-3500  |  info@crafinancial.com

Month: May 2016

Taxation of Investment Income

Taxation of Investment Income

Not all investment income is taxed the same. Thanks to the IRS, the tax code regarding your investments is constantly changing, and keeping up with these changes is important to optimize the tax efficiency of your portfolio. Remember, it’s not what you make but what...
First Quarter 2016 Market Review

First Quarter 2016 Market Review

Market Overview If an investor were to look at just the starting and ending index values for equities, it would show a quiet quarter with equities posting a very modest gain for the 1st quarter. The S&P 500 finished up 0.77% on a price only return basis. Looking...