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6. Friday Footnotes
This issue reflects on the current environment, noting that “The more things change, the more they stay the same” and emphasizing the importance of being “Actively Patient”. You will read about the US Treasury’s actions, including refinancing debt at higher rates. It presents a report indicating that Tariff Rates are worse than originally expected, including […]
3. Friday Footnotes
In this issue, you will find information related to the ongoing tax season, including tips on how to access forms and contact the office for assistance. A significant portion addresses Four Questions concerning recent market volatility, discussing its causes, potential recovery scenarios, and factors that could lead to further market declines. It also mentions an […]
2. Friday Footnotes
This issue contains a discussion about the concept that Timing the Market is Impossible. It explains that a significant portion of market moves happen on just a few good or bad days. You will read about market reactions to news events, questions regarding Social Security, and the importance of regularly reviewing your financial plan.
13. Friday Footnotes
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19. Friday Footnotes
This is the description of this Friday Footnotes
1. Friday Footnotes
In this issue, you will read about Planning for 2024 Taxes, including the upcoming April 15th deadline for filing or requesting an extension. It provides important tax dates and presents a table detailing the 2025 Marginal Tax Brackets for different filing statuses. You will also find information about the tax exclusion for gifts, noting that […]
