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Bitcoin ETFs: Do They Have a Place in Your Portfolio?
It's important to note that a handful of Bitcoin ETFs were trading before the SEC's decision. However, those funds utilized Bitcoin futures contracts rather than Bitcoin itself.
Tax Time: The Most Wonderful Time of the Year
Tax season can be a stressful time for many of us. Spending extra time on preparation can make the whole process run more smoothly and avoid the kind of errors that a slapdash approach can engender.
Is This Goodbye to Rate Hikes?
Chairman Powell, for the first time, discussed the possibility of lowering interest rates in 2024 to avoid harming the economy. This was a substantial change from the Fed's previous stance, which was effectively "it's too soon to talk about lowering rates.
Tax Refund: Save or Spend?
What should you do when you get a large refund? If you have any debt, specifically high-interest debt, one of the best uses of your tax refund would be to pay down that debt.
New Year, New Money Resolutions
Nearly half of Americans still feel the wrath of inflation and higher living costs, which is a great reason to go back to the basics with your financial-related New Year resolutions.
Developing & Sharing your Legacy Plan
Gathering and organizing the suggested information for trusted individuals should allow you to sleep better at night. Before it’s too late, talk with those who will have a role in your estate settlement, care, and legacy so they can sleep better at night, too.
Did the Federal Reserve Stick the (Soft) Landing?
So far, Federal Reserve Chair Jerome Powell should be applauded for his decisions and results. Some may say the Federal Reserve put us in this position in 2021 when they believed inflation was transitory.
Worried about Healthcare Expenses?
Individuals with personal or group coverage (not Medicare) may have access to healthcare savings accounts that can be used independently or even paired together to maximize tax benefits.
Are You at Risk of Concentrated Returns?
The Magnificent Seven is a collection of the largest and best-performing stocks in the U.S. These stocks have all skyrocketed in 2023 and contributed a big chunk of the return in the S&P 500 Index.
Act Now! This Deal Won’t Last!
Gift-giving can be fun and personally satisfying or a time of great stress and anxiety. Decisions on gifts, budget concerns, and time crunches can ruin your holiday spirit.
Is the 60/40 Portfolio Dead?
Is the 60/40 investment strategy dead? 2022 was a brutal year for this strategy. While the stock market's short term decline was unpleasant, it’s important to have an understanding of your goals and objectives before making emotional decisions.
Pros & Cons: Co-Ownership of your Home
Given the number of cons, seeking alternative methods to transfer a home to beneficiaries efficiently is suggested. If probate avoidance is a goal, a revocable trust or a transfer on death deed should be considered.