Smart Charitable Giving Strategies April 29, 2022 Charitable Giving capital gains tax, charitable giving, donor-advised funds, QCDs, qualified charitable distributions We’ve talked before about how charitable giving can lower your annual tax bill. Here, we’ll mention four smart charitable giving strategies to help you give. Direct cash donations. Perhaps not the most tax-efficient giving strategy, but it is the simplest. Giving cash is often the easiest way to make a … Read Morekeyboard_arrow_right
Are ETFs More Tax-Efficient? Not at Vanguard June 9, 2021 Adviser Fund Update capital gains tax, ETFs, factor funds, financial planning, Investing, taxes, vanguard Are ETFs More Tax-Efficient? Not at Vanguard In April, we parsed every Vanguard and Fidelity fund and exchange-traded fund (ETF) to highlight the most (and least) tax-efficient among them. This week, we look at how ETFs and funds differ in how their tax status impacts your portfolio’s bottom … Read Morekeyboard_arrow_right
At a Theater Near You: Meme Stocks June 7, 2021 Weekly Update bonds, capital gains tax, estate planning, financial planning, inflation, labor market, trusts, unemployment Please note: This update was prepared on Friday, June 4, 2021, before the market’s close. Meme stocks are once again roiling markets, sending dramatically divergent signals about trading versus investing. The country’s biggest movie theater owner, AMC Entertainment Holdings (AMC), is the meme stock scene-stealer of late—it’s up 2,322% so far this … Read Morekeyboard_arrow_right
Getting Ready for Higher Taxes June 1, 2021 Economy and the Markets Biden tax plan, capital gains tax, Estate tax, tax hikes, taxes This week’s reader question is about future tax hikes: What does the Biden tax plan mean for investors? Should I be making changes to my financial plan or portfolio at this point? The first thing to remember is that all the tax hikes you’ve been hearing about—except those already passed in … Read Morekeyboard_arrow_right
Whiplash Economy, Travel Lane Stock Market June 1, 2021 Weekly Update 529 plans, capital gains tax, inflation, oil, spacs, taxes Please note: This update was prepared on Friday, May 28, 2021, before the market’s close. Wall Street prepared to end the sunny month of May in the black, despite mixed data this week revealing a fair-to-middling economic recovery experiencing pandemic-related whiplash. While inflation spiked, personal incomes dropped double digits, durable goods orders … Read Morekeyboard_arrow_right
Will the Proposed Capital Gains Tax Hike Impact Investors? May 3, 2021 Economy and the Markets biden administration, capital gains tax, tax hikes, taxes On Thursday, April 22, markets abruptly sold off on news that President Biden was considering raising capital gains taxes on investors in the highest tax bracket. Was this knee-jerk response merited? Chief Investment Officer Jim Lowell looked at the potential impact of a capital gains tax hike in … Read Morekeyboard_arrow_right