by Asset Strategy | Jan 18, 2023 | Forbes, Taxes & Tax Planning
Although the stock market had a rough year in 2022, many long-term investors still have substantial capital gains on their taxable investments. Many projections for 2023 point to some positive stock market returns. If nothing else, expect more volatility...
by Asset Strategy | Dec 21, 2022 | Forbes, Taxes & Tax Planning
Forbes Well folks, we made it – December, 2022 is finally here. It’s the time of holiday wishes, wintry weather…and making year-end tax preparations. Okay, so, readying your finances for tax season is a lot less fun than the other two. But for investors, it’s a final...
by Asset Strategy | Dec 7, 2022 | Forbes, Inflation
All this talk of inflation and hyperinflation (especially as it refuses to fall amid spiking interest rates ) has people asking two important questions: What is hyperinflation, and is the U.S. at risk? And how much has inflation increased in 2022? What is...
by Asset Strategy | Nov 23, 2022 | Forbes, Investing
Thanksgiving seems an appropriate time to consider the “Turkey problem” as it relates to risk management. Nassim Taleb introduced the world to the “Black Swan” concept and used this example to illustrate the issue. Imagine the life of a turkey where a kind farmer...
by Asset Strategy | Oct 26, 2022 | Financial Wellness, Forbes, Investing
Forbes Are you tired of losing money on your investments and seeing the interest rates on your debt increase? When it comes to rising interest rates, there is one bright spot: higher interest rates on your cash. Here are the pros and cons of some ways you can take...
by Asset Strategy | Oct 19, 2022 | Forbes, Retirement, Retirement Planning
Forbes Planning can help optimize annual RMDs depending on your goals and cash flow needs. Mandatory withdrawals from retirement accounts begin for most taxpayers at age 72. But retirees who don’t need the money often have questions. For example,...
