Tax-Loss Harvesting

Tax-Loss Harvesting

Tax-Loss Harvesting – Don’t Miss the Opportunity This time of year many people start thinking about year-end tax planning. An integral part of tax planning involves the potential for tax-loss harvesting in your taxable portfolio. What we are going to discuss below can...
3rd Quarter 2021 Review

3rd Quarter 2021 Review

Overview The U.S. economy is expected to slow slightly according to most GDP estimates. Goldman Sachs economists, for example, slashed their forecast from 5.25% to 3.5% for GPD growth for Q3 citing concerns over the Delta variant for COVID-19 coupled with a weaker...
Inflation Concerns

Inflation Concerns

Should You Be Concerned About Inflation?   If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared its head in the U.S. economy after being mostly dormant for the last decade. In May 2021, the Consumer...
2nd Quarter 2021 Review

2nd Quarter 2021 Review

Overview The US economy is growing faster than expected as state governments largely dropped Coronavirus restrictions across the country during the 2nd quarter of 2021. The Federal Reserve Bank of Philadelphia projected real GDP growth to be 2.9% back in December for...
Contributions From IRAs

Contributions From IRAs

Background The Pension Protection Act of 2006 first allowed taxpayers age 701/2 or older to make tax-free charitable donations directly from their IRAs. Technically, these taxpayers were allowed to exclude from gross income otherwise taxable distributions from their...