by: Richard B. Freeman, CFP & Theodore D. Schneider, CFA The rise in popularity of investing in passive index funds has occurred for a number of reasons—simplicity, low cost and a “can’t beat the market” [...]
Once again, equity markets had a great year with the S&P 500 posting a 29% return and a 3-year annualized return of 26%! The equity market returns are even more impressive in light of inflation concerns throughout the year, [...]
Round Table Wealth Management Director, Portfolio Advisor Steven Saunders was recently quoted in Talking Biz News about inflationary trends and expectations. Steven notes that while the higher input costs driving prices higher have been well [...]
House Democrats recently presented a preliminary tax proposal that is intended to help fund President Biden’s proposed $3.5 trillion dollar infrastructure package. The current proposal targets high earners and corporations through increases in income taxes, corporate [...]
As the world emerged for summer vacations, capital markets were relatively calm. However, issues brewing under the surface for much of the year including inflation, a Federal debt limit impasse, supply shortages, shipping logistics and labor shortages all drew [...]
For a non-profit board or investment committee of a nonprofit, creating a sound investment policy and managing an investment portfolio with a fiduciary responsibility is complex and time consuming. Without the proper attention or expertise, a 501 [...]
At the beginning of 2021, Wells Fargo announced a reduction in service for international clients . The most significant changes are reported to occur on September 30, 2021.The most impacted Wells Fargo customers include U.S. citizens [...]
Round Table Wealth Management Director, Portfolio Advisor Steve Saunders was recently quoted in an article by Forbes discussing the cause of the recent increase in inflation. Due to the economic impacts of the coronavirus in [...]
We hope you are enjoying summer! The “dog days of summer” were not discouraging the markets as they continued their upward trajectory with all major equity and fixed income indices generating positive performance for the quarter. As inflation concerns [...]
Virtual currencies represent an innovation in financial services, products and technology that has the potential to support a more efficient and transparent global commerce by proposing lower transaction costs and rapid availability of cash. In spite of the aforementioned benefits, before engaging in virtual currency transactions, investors should have a clear understanding of what they are, how they can be utilized and what are some of the tax ramifications to U.S. taxpayers. This article addresses a few of the basic concepts of virtual currencies, such as blockchain and mining, as well as how the Internal Revenue Service (IRS) treats the most common virtual currency transactions.
