Here's a reminder for investors, collectors, homeowners, and others selling capital assets – you might owe capital gains tax on any profit from the sale. But pinning down the exact amount of tax ...
Two consecutive quarters of negative GDP readings have sparked a heated debate about whether the U.S. economy is in a recession or not.
Only time will tell if we are indeed in an official ...
The current market turbulence may have most investors down at the moment, but 2021 was a year of growth for high-net-worth individuals’ wealth.
Capgemini found in its latest World Wealth Report ...
Topics Covered:
Fixed Income Investing
Equity Market Recap
Tax Loss Harvesting
A replay of the Avitas Wealth Management call from Thursday, July 21, 2022 is now available.
Please call ...
All things to all people, the U.S. dollar leaves its imprint in every corner of the global economy: It is the currency in which vital raw materials are bought and sold, and it is the safe haven ...
FA Magazine has named Avitas Wealth Management as one of America’s Top-Ranking RIA firms in 2022. We are extremely grateful to FA Magazine, and so proud of our incredible team that we have here ...
The past six months have been the stock market's worst start to a year since 1970.
And even though the richest billionaires lost a collective $1.4 trillion in the past six months, in general ...
It’s hard to think of many upsides to selling a stock at a big loss, but there is one: It may lower your taxes.
Investors who take a loss in a taxable account can use it to offset capital gains ...
When parents leave their children an inheritance, assets are most often split equally among siblings. But equal isn’t always equal when they leave individual retirement accounts or 401(k)s to ...
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