In this week’s recap: solid gains for U.S. equities, a second shutdown avoided, and interesting developments regarding inflation and retail sales. Weekly Economic Update Presented by Rabenold Advisors, February 18, 2019 THE WEEK ON WALL STREET Stocks ended a good week on a high note, as hints of progress in U.S.-China trade talks encouraged investors. … Read More
1099 Forms Explaining these ubiquitous forms and their uses. Provided by Rabenold Advisors What is a 1099 form? This is a record of payment from an individual or entity, showing a payment, generated for your records. The individual/entity sends a copy to both the payee as well as the I.R.S.1 Who might be sending 1099s? … Read More
Strategic vs. Tactical Investing How do these investment approaches differ? Provided by Rabenold Advisors Ever heard the term “strategic investing”? How about “tactical investing”? At a glance, you might assume that both these phrases describe the same investment approach. While both approaches involve the periodic adjustment of a portfolio and holding portfolio assets in varied … Read More
Succession Planning Preparing a smoother transition. Provided by Rabenold Advisors A successful finale. If you are an entrepreneur, what is the final act for you and your business? If you have been successful, you likely want the company you created to be able to continue once you are no longer at the helm. For that … Read More
Charitable Contribution Limits What are the limits for Donor-Advised Funds and Private Foundations? Provided by Rabenold Advisors Among the big changes in the 2017 Tax Cuts and Jobs Act (TCJA) were new limits on standard and itemized deductions. These limits and restrictions created new hurdles when planning deductions with tax advantages in mind. An exception … Read More
In this week’s recap: a hiring surge, a noteworthy remark from Jerome Powell, a dip for a respected household confidence index, and gains on Wall Street. Weekly Economic Update Presented by Rabenold Advisors, February 4, 2019 February BEGINS WITH SOME EXCELLENT ECONOMIC DATA Payrolls swelled with 304,000 net new jobs last month, according to the … Read More