by Joe Allaria CFP®, MBA | Oct 19, 2020 | Article, Portfolio Management, Tax Planning
5 Smart Tax Moves for your Brokerage Account Key Takeaways: Use your brokerage account as a funding source to max out tax-advantaged accounts like a Roth IRA, a 401(k), and an HSA so more growth happens with better tax treatment. If you give to charity, donating...
by Joe Allaria CFP®, MBA | Oct 6, 2020 | Article, Portfolio Management, Retirement Planning
3 Myths About the Stock Market During Election Years Key Takeaways: Over the long run, the stock market has trended upward under both Republican and Democratic presidents, including the example of $1,000 in the S&P 500 in 1936 growing to over $14 million by the...
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