In this week’s recap: Continuing concerns over COVID-19, aided by cuts in oil production overseas, contributed to continued market volatility. Weekly Economic Update Presented by «RepresentativeName», March 16, 2020 THE WEEK ON WALL STREET Markets remained exceptionally volatile, buffeted by the spreading impact of coronavirus, uncertain responses from federal policymakers, and the sudden … Read More
Markets React to Trade Talks International reaction to U.S.-China trade talks leave markets stirred but not shaken. Provided by Rabenold Advisors Reactions to statements by President Trump regarding the ongoing trade talks between the United States and China have caused movement across several financial markets in recent days. President Trump has indicated a possible increase … Read More
Do Your Investments Match Your Risk Tolerance? When was the last time you looked at the content of your portfolio? Provided by Rabenold Advisors From time to time, it is a good idea to review how your portfolio assets are allocated – how they are divided among asset classes. At the inception of your investment … Read More
Earnings for All Seasons What is it and why is it important? Provided by Rabenold Advisors While nature offers four seasons, Wall Street offers only one – four times a year. It’s called “earnings season,” and it can move the markets. So, what is earnings season, and why is it important? Earnings season is the … Read More
Saving Your Elderly Parents from Financial Fraud Talk about precautions with the seniors in your family. Provided by Rabenold Advisors Elders are financially defrauded in this country on a daily basis. Only a few of these crimes are made public. In fact, the National Adult Protective Services Association (NAPSA) estimates that only 1 in 44 … Read More
Section 199A Business Tax Deductions A deduction intended for pass-through business owners Provided by Rabenold Advisors Many households, businesses, and other organizations are arranging their documents for the coming tax season. The changes to the tax code have inspired a great deal of discussion, confusion, and clarification. Something you might want to know, as a business … 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
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
Your Emergency Fund: How Much is Enough? An emergency fund may help alleviate the stress associated with a financial crisis. Provided by Rabenold Advisors Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent … Read More