You may have financial questions—most revolving around the accumulation, preservation and transfer of wealth. How do I build more wealth? How do I protect what I have? How do I transfer it tax-efficiently to my heirs? How do I structure my charitable giving for maximum impact?
Tim Starkey, a Certified Financial Planner® and Chartered Financial Consultant® with over 15 years of experience discusses these topics and more. Tim loves communicating with people about their wealth and helping them work towards achieving what is most important to them. Here, he discusses common money questions you may (or should) be wondering about.
Investors tend to see short term-volatility as the enemy. We discuss how volatility tends to lead many investors to move money out of the market and “sit on the sidelines” until things “calm down” and the risks associated with that strategy.
And just like that, the calendar turned to October and volatility picked up in a big way, with three consecutive 1% moves for the S&P 500 Index to start the month.
Volatility is the price of admission for the stock market, and the challenge of calling tops and bottoms can be an expensive one indeed.
Capital gains taxes apply to more than stocks. And the amount you pay will depend on a variety of factors. Here's how capital gains taxes work and a few methods you can use for reducing them.
In Outlook 2021: Powering Forward, we’ll talk about stocks and bonds, the economy, and the post-election policy environment, but in the background will be new challenges, new opportunities, and new ways of doing things.
Back to basics - 10 fundamental investment principals every investor should know
