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Weekly Market Insights – October 23, 2023

Cornerstone Financial Advisory

Existing home sales are on track to record their slowest year since 2011. ” – Og Mandino Gig Economy Tax Tips There are some essential tips to remember if you work as a gig worker: All income is taxable, regardless of whether you receive information returns, including full-time and part-time work and those paid in cash.

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Get a job as a Financial Paraplanner at an RIA firm and ignore the schmucky wirehouse and insurance jobs!

Sara Grillo

RIA firm – a Registered Investment Advisor firm registered with either the SEC or state regulators. An RIA firm’s financial advisors must follow the fiduciary standard which is believed to be the highest standard of care in the industry. And I wanted to define some key terms first.

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Debt Ceiling Primer | Weekly Market Commentary | February 27, 2023

James Hendries

We continue to believe the chances that Congress will fail to raise the debt ceiling before the x date remain extremely low, but current political dynamics have likely increased the risk and there are some negative consequences to even an eleventh hour agreement, as we saw in 2011. Debt Ceiling Questions Answered 1. What is the debt ceiling?

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Weekly Market Insights – March 6, 2023

Cornerstone Financial Advisory

” – Steve Jobs Outstanding Tax Bill? Consider An Offer In Compromise An Offer in Compromise is a federal tax program allowing taxpayers to enter into an agreement with the IRS to settle their tax debt for less than they owe. This information is not intended to be a substitute for specific individualized tax advice.

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Weekly Economic Insight – February 27, 2023

Cornerstone Financial Advisory

An authorized representative can represent you in interviews, audits, appeals, and tax collection disputes with the IRS and in court. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax professional.

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Strategic Advisory Letter | 2015 Year-End Planning Checklist

Brown Advisory

As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. The highest federal marginal tax bracket in 2015 is 39.6% (as it was in 2014). Thu, 11/12/2015 - 11:10.

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Government Debt and Stock Returns

ClearMoney

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. Reuters (2011). Review of Financial Studies 21, no.