Investing

Every Start Has an End: Keeping an Eye On Recession Indicators

There is much to be happy about regarding the U.S. economy and the stock market, so it feels a bit weird bringing up the topic of recession. Below I will discuss and outline a number of economic indicators which I believe are important for people to consider and then summarize my thoughts regarding our position [...]

2018-10-16T21:04:53-04:00

Four Things to Focus on During Mutual Fund Capital Gains Season

Even if you don’t sell any mutual fund shares in 2015, you still might be subject to a hefty tax bill if you are a mutual fund owner. Here’s why – and how you might avoid the potential tax consequences during mutual fund capital gains season. When you purchase a mutual fund, you own shares [...]

2015-11-19T17:53:03-05:00
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