The year 2022 will be remembered by investors as a very difficult year as almost all financial assets struggled. Stocks struggled, bonds struggled, housing struggled and cryptos got hammered as the Fed tried to reel in inflation by raising the fed funds rate 7 times.
A few things to consider before you allocate outside the United States. Over the past several years, the performance of international markets have trailed the markets herein the United States. Will the trend continue in 2023?
When you think of identity theft, you may think of unauthorized credit card payments or new lines of credit. However, tax identity theft is one of the most common types of identity theft — and it’s also the most common fraud attempt during tax filing season.1
Teaching children about financial wellness should start at an early age. Learning how making money, saving, and spending is related and the first step in teaching your child how to understand the value of money. Children learn from parents, mentors, and even their friends. Ensure you provide them with basic tools for financial wellness.
The financial decisions you make between now and the end of the year can significantly impact how much taxes you will have to pay once tax day arrives. You can reduce your tax burden and keep more of your hard-earned money. Here are some valuable tips for year-end tax planning.
Many of us set resolutions every New Year’s Day. But if your resolution is too broad or doesn’t have a deadline, it is much easier to abandon or forget it. As the saying goes, “A goal without a plan is just a wish.”
