Uncategorized Archives - Page 11 of 31

There’s Still Time to Fund an IRA for 2023

by Robert Loporto | Feb 20, 2024 | Uncategorized

There’s Still Time to Fund an IRA for 2023 The tax filing deadline is fast approaching, which means time is running out to fund an IRA for 2023. If you had earned income last year, you may be able to contribute up to $6,500 for 2023 ($7,500 for those age...

Weekly Market Update, Week of February 12, 2024

by Robert Loporto | Feb 14, 2024 | Uncategorized

Market Update—Week of February 12, 2024 Presented by Axial Financial Group Consumer credit was weaker than expected. Large technology names such as Nvidia and Alphabet continued to lift equity markets. Economic data showed signs of softening. Quick Hits Report...

Market Thoughts for February 2024 [Video]

by Robert Loporto | Feb 9, 2024 | Uncategorized

Market Thoughts for February 2024 [Video] Posted by Brad McMillan, CFA®, CFP® This entry was posted on Feb 2, 2024 The U.S. stock market reported lower-single-digit gains in January, while international and emerging markets lagged behind. The economy performed...

The 10 Most Overlooked Tax Deductions

by Robert Loporto | Feb 5, 2024 | Uncategorized

Photo Source: Getty Images Written by a turboTax Expert, Reviewed by a TurboTax CPA, December 27, 2023 Updated for Tax Year 2023 Don’t overpay taxes by overlooking these tax deductions. See the 10 most common deductions taxpayers miss on their tax returns so you...

5 Keys to Investing in 2024

by Robert Loporto | Jan 25, 2024 | Uncategorized

What a difference a year makes. At the start of 2023, market pessimism was widespread, investors braced for a recession, and many expected another down year in stocks. Instead, the economy proved remarkably resilient, inflation declined at a rapid pace, and...

Weekly Market Update, Week of January 16, 2024

by Robert Loporto | Jan 17, 2024 | Uncategorized

Market Update—Week of January 16, 2024Presented by Axial Financial Group Quick Hits Report releases: Headline consumer inflation accelerated in December, but core inflation slowed on a year-over-year basis.2. Financial market data: Short-to intermediate term...