by Robert Loporto | Dec 17, 2024 | Uncategorized
As the end of the year approaches, it’s time to start planning ahead. In between the busyness and usual “to-do’s” of the holiday season, now is a good time to begin pulling out last year’s tax return, along with your current pay stubs and...
by Robert Loporto | Dec 10, 2024 | Uncategorized
Market Update—Week of December 9, 2024Presented by Axial Financial Group Hiring rebounded swiftly in November after a weather-driven slowdown in October. The so-called Magnificent Seven (Apple, Alphabet, Amazon, Nvidia, Meta Platforms, Microsoft, and Tesla) led...
by Robert Loporto | Dec 2, 2024 | Uncategorized
Market Update—Week of December 2, 2024Presented by Axial Financial Group Consumer confidence improved more than expected. Equity markets continued to show signs of broadening beyond Nvidia and Tesla. We expect several important reports this week, highlighted by...
by Robert Loporto | Nov 26, 2024 | Uncategorized
Market Update—Week of November 25, 2024Presented by Axial Financial Group Housing data was mixed; home builder confidence and existing home sales fared better than expected but new home starts disappointed. A strong dollar increased market breadth beyond the...
by Robert Loporto | Nov 20, 2024 | Uncategorized
By Adam Levy – Nov 3, 2024 at 5:07AM Key Points Roth 401(k) owners can now completely avoid RMDs while maintaining their accounts. Inherited IRA owners may be able to forego an RMD this year, but they might want to take it anyway. You can avoid taxes altogether with...
by Robert Loporto | Nov 19, 2024 | Uncategorized
Market Update—Week of November 18, 2024Presented by Axial Financial Group (Intro: 50 words) Consumer and producer inflation picked up in October. A reversal of the election rally and sector rotation related to the new administration were two major themes for equities....
2024 Year End Tax PlanningDecember 17, 2024
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