In the realm of financial planning, understanding the intricacies of investment strategies and tax implications is crucial for maximizing wealth. One such concept that often goes underutilized or misunderstood is Net Unrealized Appreciation (NUA). Our goal is to demystify NUA, explaining its significance, benefits, and how it can be a
DOWNLOAD THE PDF The market investing year of 2023 is off to a solid start. Despite some concerns with the liquidity of some banks, ALL equity and fixed income markets were positive in the first quarter. International Developed Stocks were up 8.02% over the quarter followed by the US Market
There is a lot to learn from past financial recessions. There have been as many as 48 financial recessions in the US going back to the Articles of Confederation. Though some of these are disputed by economists and historians. The good news is going back to 1926 we have some
“The key to making money in stocks is not to get scared out of them.” -Peter Lynch DOWNLOAD THE PDF I hope the end of the 3rd quarter finds you and your family well. I don’t know if it is my age or the heat radiating off my beautiful
The Third Quarter Was not Friendly to Investors For the second quarter in a row, all markets were down. You’ll notice that ALL Equity, Real Estate Markets, AND Bonds were down, again. This is the second quarter in a row that the Quarter, YTD, and 1-year returns for ALL markets
Smart investors know that trying to time the market is often a losing game. Instead, you plan ahead and invest in such a way as to minimize risk and maximize your returns. Whether you’re a seasoned investor or just getting started, dollar-cost averaging could be beneficial. What is dollar-cost averaging?
There’s so much to learn about investing. One of the best ways to understand the industry is to study some of the great investors and purveyors of financial knowledge. Here, we share 13 quotes by philosophers, businesspeople, and investors. We hope you learn something new and enjoy studying the history,
DOWNLOAD THE PDF As most of you are aware, 2022 has been a tough investing climate in the market. It is rare that both stocks and bonds do poorly at the same time. The last time this happened was almost 2 decades ago in 1994, and only bonds ended the
DOWNLOAD THE PDF In the update below, you will find the following links that will direct you to the topics and resources we have assembled for your benefit. I hope you find it informative and useful. If you have an extra second, read Section III: Around the MWA Office for
Am I Paying too Much for My Investments?
Have you ever wondered if you are paying too much for your investments? If so, you’re not alone. We have clients come to us to be a second set of eyes on their portfolio and ask this quite often. The short of it is, maybe. You have to make sure