Glancing Back at 2021, Looking Forward to 2022
…it can be valuable to scan each passing year for important investment lessons. What are some of the key investment insights from 2021? With a new president, continued COVID outbreaks,…
…it can be valuable to scan each passing year for important investment lessons. What are some of the key investment insights from 2021? With a new president, continued COVID outbreaks,…
…17% per year for five years. It was the most valuable company on the globe. Since then, however, General Electric has suffered a series of humbling setbacks. The company recently…
…and worrying will simply do no good. Here are a few of the common concerns we hear today, and reasons why you shouldn’t worry: Higher interest rates will cause stock…
…worrying will simply do no good. Here are a few of the common concerns we hear today, and reasons why you shouldn’t worry. Higher Interest Rates Will Cause Stock Prices…
…Why This Matters The sunset provision means an individual who passes away in 2026 may only be able to pass on $7 million free from federal estate tax, versus today’s…
…comes out to an annual tax savings of $1,500 per year. Q: What about deferred compensation? Some highly compensated workers have an additional benefit to consider—deferred compensation plans. At Nike,…
…are taxed at ordinary income rates. By contrast, Roth IRAs grow tax free, distributions are tax free, and there are no RMDs unless the account has been inherited. Reduced Taxes…
…and scary—like a riptide. But this volatility is common. Since the lows of March 2009, the S&P 500 index has declined by 5% or more on 23 occasions. Meanwhile, that…
…funds can be withdrawn tax-free for qualified higher education expenses such as tuition, room/board, books, supplies and equipment.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…
…years might find a lower 30-year payment enticing. But many folks wish to be debt-free by a certain age, so delaying that goal for another ten or fifteen years simply…
…importance of a disciplined approach. Hear from Dougal Williams, our Chief Investment Officer, in the video below. If you have questions or concerns, email him directly at Dougal@vistacp.com. https://vimeo.com/397328588 …
…the decades to come matters more than how their portfolio behaves in the days to come. Lesson 2: “Waiting for a Sign” Will Cost You Investing involves uncertainty. It requires…