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Bear vs Bull market: How to Tell the Difference

Bear vs Bull market: How to Tell the Difference

If you have ever been to New York City, specifically the financial district, you probably saw the iconic Bull vs. Bear statue. This Wall Street symbol categorizes the two extremes of market trends known as Bull Markets vs. Bear Markets. Bull vs. Bear Market Characteristics The term Bull Market is used to describe

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Zach Bachner•
Stock Market Commentary June 2022

Stock Market Commentary June 2022

Dear Friends and Clients, Before we update the market and our TD Ameritrade portfolios, we wanted to quickly mention that if you have money sitting on the sidelines, we have access to many options that may interest you. For example: 4.05% Guaranteed for 5 years or 3.8% for 3 years Tax deferral (you already have

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Ken Wink•
Do Charitable Gifts Have Tax Benefits?

Do Charitable Gifts Have Tax Benefits?

Many people decide to donate to charities out of the kindness of their heart, while some decide to donate in order to receive certain financial benefits. The most common benefit is the income tax deduction associated with charitable donations. However, there may be confusion surrounding what can actually be deducted. Charitable contributions should only be

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Zach Bachner•
Record Inflation: How to Prepare for Rising Costs

Record Inflation: How to Prepare for Rising Costs

We have continued to see a drastic increase in prices over the past couple of months, as the March Consumer Price Index report showed an annual increase of 8.50% and we just received April’s 8.30% report. Is Inflation Peaking, or Could It Rebound? This slight slowdown could potentially signal that the worst is behind

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Zach Bachner•
Stock Market Commentary May 2022

Stock Market Commentary May 2022

Dear Friends and Clients, Before we provide an update on the market and our TD Ameritrade portfolios, we wanted to quickly mention that if you have money sitting on the sidelines, we have access to many options that may interest you. For example: 3.60% Guaranteed for five years or 3.25% for 3 years Tax deferral

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Ken Wink•