5 Insights for Long-Term Investors in the Second Half of 2024
As we enter the second half of the year, it’s important for long-term investors to maintain perspective on the major events that have driven markets. Despite ongoing economic uncertainty, the stock market has experienced a strong rally as investors anticipate the first Fed rate cut and the rally in artificial intelligence stocks continues. During the first six months of the year, the S&P 500 gained 15.3% with dividends, the Nasdaq...
Your Guide to Real Estate Tax Planning
Master the complexities of real estate taxation with this essential guide to navigating property taxes. Every property owner or investor has to navigate property taxes in real estate, which is a demanding task. From taxes that fund local services to capital gains taxes on property sales, these obligations can significantly affect financial outcomes. This guide examines the different kinds of real estate taxes and walks through how tax deductions and credits work,...
5 Steps to Maximize Your Insurance Coverage
Insurance planning is a key part of your financial plan. Insurance coverage is not only crucial to ward off life’s unexpected mishaps, but it’s also a necessary safety net for your financial plan. It sets up a cushion for you and your family and protects you from the great unknown. In addition, insurance can also provide some predictability to your wealth management, as well as diversify your portfolio, mitigate risk, and...
What the Fed’s Outlook Means for the Bond Market
The path of interest rates has been highly uncertain over the past few years due to inflation, economic growth, and the Fed. The 10-year U.S. Treasury yield, for instance, jumped from 3.8% at the end of last year to a high of 4.7% in April, before settling around 4.2% more recently. Higher rates have defied the expectations of investors and economists, creating a challenging environment for the bond market, since...