AVITAS WEALTH MANAGEMENT’S OCTOBER 31, 2024, MARKET UPDATE WEBINAR

Topics Covered: Fixed income markets Equity markets Tax legislation Our Avitas Wealth Management  Quarterly Market Webinar from Thursday October 31,...

Three Things To Consider Before You Downsize In Retirement

Often retirees have planned to downsize their homes once they hit their retirement years by selling off a family home that is too large for their...

Navigating Family Enterprise Risks

When asked about succession planning, many people outside of a family business think of “Succession" a gripping drama series that follows the power...

A Seven Step Guide To Caring For Aging Parents

Aging gracefully is an integral part of life's journey. As we mature, there comes a time when we may reciprocate the care our parents once provided...
What is GST Tax?
Many people are familiar with income and estate taxes but not many know what the generation skipping transfer (GST) tax is or how it can impact the monies you leave your heirs. The GST tax is ...
US Dollar Rises to Two-Year High
The U.S. dollar scaled two-year peaks, as a wave of risk aversion hit global markets, while the Chinese yuan posted its largest three-day losing streak in nearly four years on growing worries ...
Standards For Art Appraisals
Determining the FMV of publicly traded stocks and bonds is relatively straightforward as stocks and bonds are fungible, and the market prices of similar investments sold on the same day as the ...
Signs of Identity Theft During Tax Season
Know the signs of identity theft  You may not know you’re a victim of identity theft until you’re notified by the IRS of a possible issue with your return. Be alert to possible tax-related ...
RMD Age Stands to Rise to 75: Here’s What to Know
The second major piece of retirement legislation in little more than two years advanced in the House on Tuesday, putting required minimum distributions in line to rise to age 75 over the next ...
Flexport Supply Chain Innovation
Avitas Capital invests in supply chain innovator The Avitas Capital Ascent Fund, LP (www.avitascap.com) participated in a recent investment in Flexport (https://www.flexport.com/), a supply ...
What is The Yield Curve Trying to Say
Yesterday March 29th, 2022, a big thing happened in the bond market. The yield on the two-year government note briefly traded higher than the yield on the 10-year government bond, prompting ...
2022 L.A. Times B2B Publishing Banking and Finance: Trends, Updates & Visionaries – Russell Evans
Custom Content by the Los Angeles Times L.A. Times B2B Publishing is pleased to announce their second annual Banking and Finance: Trends, Updates & Visionaries magazine. During the recent ...
Investor expectations: Historic impact on the US stock market following wartime
The table shows the movement of the S&P 500 following select geopolitical/military events. Unless the wartime event coincided with a recession, the market rebounded 75% of the time within a ...

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