IN + VEST = INVEST (FINANCIAL GARMENTS)

The term invest is from two Latin words, vestire meaning “to clothe” and in meaning “onto” or “upon.” Combined they form the Latin verb investire denoting “to cover with a garment or to clothe.”  The modern meaning of the word refers to funding something (usually stocks bonds, pensions, etc.) with the expectation of making a […]

THE TAX MAZE: MEALS AND ENTERTAINMENT DEDUCTIONS

The tax changes for 2018 impact meals and entertainment. You may want to get help to steer through the tax maze. Although some details are still unclear, many are well-defined. You will want to check with a professional to be sure. You might want to review a few of the guidelines for the new laws: […]

DON’T GO BATTY

Don’t go batty over fluctuations. Don’t let this almost Halloween dip scare you. The market goes down, the market comes back up. Stock prices react to many factors, and they increase or decrease in value. Taken as a whole, these changes affect different indices: the NASDAQ, the Dow Jones Industrial Average and the Standard and […]

HIDDEN TAX OBSTACLES IN YOUR PORTFOLIO?

The leaves are beginning to change and fall from the trees. There’s a nip in the air and the sweltering days of summer appear to be behind us. With these changes it may be time to look at your investments. That might include making adjustments to avoid the hidden tax obstacles in your portfolio. We […]

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