While you already may be aware of Albert Einstein and his Theory of Relativity, it’s worth a refresher before we discuss the theory of financial relativity. There’s a famous example of his ...
There’s a Mexican proverb that goes something like this:
An American investment banker was at the pier of a small coastal Mexican village when a small boat with just one fisherman docked. ...
2023 Federal Tax Forms
1099-DIV – Reports ordinary and qualified dividends and short- and long-term capital gains distributions for taxable and tax-exempt accounts. 1099-B – Reports exchange ...
Just like how you date a person before you commit to them in a relationship, it’s not a bad idea to “date” your retirement plans before you commit to a retirement lifestyle. By testing out your ...
No matter how out of shape you feel financially, there are steps you can take to bring yourself back to financial health.
1. 30 reps of cash
Every morning, wake up and immediately log in to ...
Picture it: Two founders are golfing. One proudly tells the other about their recent business exit and big financial windfall—but laments the major tax hit. The second golfer asks: “Well, did ...
Losing a spouse can be an overwhelming and emotional experience. While it's possible to organize financial documents ahead of time, there's no way to truly prepare. Unfortunately, during the ...
Last year we saw the frenzy of the 9% I Bond sweep across the country, and while the rate was attractive, as with any investment buyers need to beware. In 2022 both stock and bond markets were ...
https://www.youtube.com/watch?v=poJuUPwMoro
Topics Covered:
Fixed income markets
Equity markets
The banking sector
Our Avitas Wealth Management Quarterly Market Webinar from ...
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