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

Month: December 2018

Tax-Loss Harvesting

Tax-Loss Harvesting

Don’t miss the opportunity to save on your taxes This time of the year, many people start thinking about year end tax planning. An often-integral part of tax planning involves the potential for tax-loss harvesting in your taxable portfolio. What we are going to...
Third Quarter 2018 Review

Third Quarter 2018 Review

Market Overview We continue to see back and forth trade posturing between the United States and foreign trading partners and expect this to continue throughout the remainder of 2018. With that being said, the U.S. and Canada reached a deal after a lengthy negotiation....
Contract with the Stock Market

Contract with the Stock Market

Expertly Riding the Waves of Volatility We have prepared this piece to reiterate what we should all know, understand, and believe if we are going to own stocks in our portfolios.  We look forward to continuing to educate you to help you stay well-informed and continue...
New Rules for 529 Plans

New Rules for 529 Plans

Easing the burden of paying for education The Tax Cuts and Jobs Act of 2017 will expand the use of 529 Plans to allow savers to accumulate money and pay for education on a tax-free basis. Before we discuss the changes let’s review the basics. A 529 Savings Plan is an...