Will I Be Taxed on the Sale of My Home?
…along in the process, we recommend you obtain and provide accurate tax basis for your home to the closing agent (realtor, title company, escrow company) who will prepare tax form…
…along in the process, we recommend you obtain and provide accurate tax basis for your home to the closing agent (realtor, title company, escrow company) who will prepare tax form…
…21, accessed December 9, 2021, <https://www.kiplinger.com/investing/stocks/stocks-to-buy/602136/21-top-stock-picks-the-analysts-love-for-2021> 2 Smith, Anne Kates and Huang, Nellie S., 2021, ‘5 Stocks to Sell or Avoid’, Kiplinger, December 16, accessed December 9, 2021, <https://www.kiplinger.com/investing/stocks/stocks-to-sell/601874/stocks-to-sell-for-2021> …
…As an investor, you’re better off investing in the companies that put gold to good use, rather than investing in the raw material itself. REIT Returns Compared to Stock Returns…
…of Responsible Investment at Dimensional Fund Advisors. Listen to the conversation: https://vistacp.com/wp-content/uploads/2020/11/Impact-Portfolio.mp3 Table of Contents (0:00) Opening remarks and introductions: Vista’s Dougal Williams and Dimensional’s Joseph Chi (2:00) Introducing Dimensional…
Another new year has begun, which means the financial media’s latest “Where-to-Invest-Now” guides are coming to newsstands near you. As usual, headlines will look something like “Ten Stocks to Buy…
…your credit report for free from each of three reporting bureaus every year by visiting annualcreditreport.com or by calling 877-322-8228. Do NOT visit Equifax’s website to find out if your…
In December 2015, The Wall Street Journal declared the coming year would bring “more gloom, more volatility and few gains” for stocks.[1] Indeed, the market’s swift decline to start 2016—January…
…funds can be withdrawn tax-free for qualified higher education expenses such as tuition, room/board, books, supplies and equipment. Tax-free growth is powerful when compounded over 18+ years. Account owners, typically…
…the 12-month and 24-month periods immediately following a government shutdown compared to the average 12-month and 24-month returns for all periods since 1976. It may come as a surprise to…