As the economy reopens, consumers and businesses are again experiencing a wide array of shortages and trouble hiring workers, as well as, acquiring sufficient supplies of raw materials and key components needed for manufacturing.
Corporations sell bonds to finance operating cash flow and capital investment. Corporate bonds usually offer higher interest rates—and are subject to more risk—than U.S. Treasury securities with comparable maturities. Investors who rely on corporate bonds for retirement income, or to help temper the effects of stock market volatility, should consider the degree of risk they are willing to accept in their bond portfolios.
The American Rescue Plan Act included several tax benefits that will impact families with children and lower-income taxpayers during 2021, including increased childcare benefits, an increased child tax credit, as well as advanced monthly payments for some.
Despite the IRS pushing back the 2020 tax return deadline to May 17 this year, many taxpayers still filed for an automatic extension until October 15. Reasons for an extension vary and include needing extra time with your CPA to thoroughly review your options and strategies, time to gather K-1s or corrected 1099 forms, or…
As seen in the in the Marietta Daily Journal, Bil Lako, CFP®, explains that if you were to “Sell in May and Go Away” you’d have to know the exact perfect time to make a move twice!
You’ve moved on to greener pastures, but what should you do about the money in your old employer’s retirement plan? We weight the pros and cons of a IRA rollover.
Children love getting gifts, but if you’re planning on gifting a ton of cash, there are some tax issues to consider.
The “Money Talks” Experts discuss how it is more important to follow your long-term financial plan than to follow investment idioms like, “Sell in May and go away.”
Troy Harmon, CFA, CVA, shares how market data and economic cycles help determine the price you might expect to get for your business.
We’re approaching mid-year, which is a great time to check in on the health of your small business. Plus, lots of newsworthy events have happened that may affect you.