Posts by Whitney Bond
asset allocation: safe vs. risky investing
Biden Tax Proposal
The Biden Administration has proposed an increase in the capital gains tax rate and the elimination of the Step-Up in Basis Law. Do you know how it might affect your financial plan? Proposed Changes in the Capital Gains Tax Rate What is a capital gain? Profit earned on the sale of an asset is considered…
Read MoreYear-End Deadlines: Tax Planning
There are a few tax planning items that have year-end deadlines. Your advisor has likely discussed these items with you throughout the year, but we want you to be aware of these year-end tax planning opportunities: 1. Roth Conversions – if you want to convert from a Traditional IRA to a Roth and have it…
Read MoreElection and the Stock Market Part 11: Where do we stand after the election?
2020 – It’s been a crazy year, to say the least, and on top of everything….it’s an election year! We know this can be a little tough on the nerves so this month Scott is here to talk about the election and the stock market. Scott Rinehart, CPA, helps answer the following in Part 11 of November’s series: Last…
Read MoreElection and the Stock Market Part 10: Where do we stand after the election?
2020 – It’s been a crazy year, to say the least, and on top of everything….it’s an election year! We know this can be a little tough on the nerves so this month Scott is here to talk about the election and the stock market. Scott Rinehart, CPA, helps answer the following in Part 10 of October’s series: •…
Read MoreElection and the Stock Market Part 9: When the Polls are Wrong
2020 – It’s been a crazy year, to say the least, and on top of everything….it’s an election year! We know this can be a little tough on the nerves so this month Scott is here to talk about the election and the stock market. Scott Rinehart, CPA, helps answer the following in Part 9 of October’s series: •…
Read MoreElection and the Stock Market Part 8: Two Big Issues Impacting the Market
2020 – It’s been a crazy year, to say the least, and on top of everything….it’s an election year! We know this can be a little tough on the nerves so this month Scott is here to talk about the election and the stock market. Scott Rinehart, CPA, helps answer the following in Part 8 of October’s series: How…
Read MoreElection and the Stock Market Part 7: What happened the last time we had a contested election?
2020 – It’s been a crazy year, to say the least, and on top of everything….it’s an election year! We know this can be a little tough on the nerves so this month Scott is here to talk about the election and the stock market. Scott Rinehart, CPA, helps answer the following in Part 7 of October’s series:•…
Read MoreElection and the Stock Market Part 6: Update to the 3-Month Rule
2020 – It’s been a crazy year, to say the least, and on top of everything….it’s an election year! We know this can be a little tough on the nerves so this month Scott is here to talk about the election and the stock market. Scott Rinehart, CPA, helps answer the following in Part 6 of October’s series: •…
Read MoreImportant Things to Note During an Election Year: Trump’s Tax Returns
2020 – It’s been a crazy year, to say the least, and on top of everything….it’s an election year! We know this can be a little tough on the nerves so this month Scott is here to talk about important things to note during an election year. Scott Rinehart, CPA, helps answer the following in Part…
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