by RG Admin | Mar 1, 2021 | Taxes
Whether you meet with a tax professional or prepare your taxes yourself, proper planning helps the process go smoother and may reduce the risk of costly errors. Check out the tax tips below and prepare to tackle this tax season with confidence. Gather Forms...
by RG Admin | Jan 26, 2021 | Market Thoughts, Taxes
As we approach “tax-season”, it’s important to understand different types of income and how they are taxed. Classic investments, like stocks, are one of several investments taxed by capital gains. Capital gains taxes can apply to any property that...
by RG Admin | Dec 17, 2020 | Market Thoughts
The number one factor that will drive the trajectory of the market for the near future is the same one that has been the investment story for the post-election fourth quarter; the competing ideas of the hopes for an effective and quickly distributed COVID-19 vaccine...
by RG Admin | Nov 30, 2020 | ExxonMobil, Retirement
With every passing day, you are moving closer to retirement. While leaving active employment comes with all manner of uncertainties, having adequate finances to last you through your after-work years is one thing you should never have to worry about. The Challenges of...
by RG Admin | Oct 4, 2019 | Market Thoughts
The end of September saw the S&P 500 grow 1.87% for the month which pushed the market past the losses from July and August to end the quarter up 1.18%. At a 19.94% return YTD, the S&P 500 ended the third quarter close to only 2% off its all-time high. The...
by RG Admin | Aug 14, 2019 | Market Thoughts
This morning marked what many television market pundits have noted as an ominous milestone: the inversion of the yield curve (this one focused on the difference in 10-year and 2-year U.S. Treasury yields) for the first time since 2006. Obviously, any data point...
by RG Admin | Aug 5, 2019 | Market Thoughts
With the start of Monday comes an extension of what was quite the eventful week for markets. China’s announcement that it will be devaluing its currency comes after what was one of the busier weeks of the quarter for corporate earnings, important economic data...
by RG Admin | Jun 17, 2019 | Market Thoughts, Portfolio Update
The last two weeks have seen some significant developments to global equity markets. Fed Chairman Jerome Powell suggested the central bank was prepared to act to sustain the economy if the trade war weakened the growth outlook. A Friday evening Tweet from President...
by RG Admin | May 31, 2019 | Market Thoughts
The month of May saw a stark reversal of the upward trend in the markets we have seen year to date. While the market remains up over 10% YTD, the S&P 500 is 6% lower than the all-time high reached in April. In our previous newsletter we outlined the incentives in...
by RG Admin | May 10, 2019 | Market Thoughts
On Sunday, President Trump sent an afternoon tweet that the current 10% tariffs on $200 billion worth of Chinese goods will rise 25% on this Friday; he also threatened to place another 25% on an additional $325 billion of Chinese goods “shortly”. As one would expect,...
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