Month: December 2020

20 MONEY MOVES TO PRIORITIZE RIGHT NOW! Join us today Dec 20th at 2 pm pst for the next edition of our Market Update – with a 20 point year-end Financial Checklist including optimizing investment, retirement, taxes, and looking forward to a great 2021! We will have some fun quizzes. 2020 YEAR END FINANCIAL CHECKLIST …

20 MONEY MOVES TO PRIORITIZE RIGHT NOW! Read More »

Higher taxes = Higher markets? The statistics over the last 70 years appear to suggest that. The years with increases in taxes led to higher stock market returns, overall. The average return, through the end of 2019, was 9%. The years of tax hikes on personal, corporate, and capital gains achieved a higher average return …

Taxes Rose In 13 Of The Last 70 Years Read More »