How Long Should I Keep My Tax Returns?
The IRS gives three answers, depending upon time and how confident you are that your returns are complete
We dig deep into comprehensive financial planning and investment management topics, current events, and market performance.
Explore more than a decade’s worth of time-tested tips and thoughtful commentary on the financial world, current events, and even our firm.
The IRS gives three answers, depending upon time and how confident you are that your returns are complete
There has been much speculation in the press about why volatility has been low, how this is related to the real economy and global events, and what it might mean for future returns. However, these are just stories
For many, the inauguration of a new President has sparked a renewed interest in government, politics, and making a difference. Did you know that you can make a tax-deductible gift to pay down the federal debt and earmark it for a specific federal agency?
In the world of investments, a bumpy and unpredictable ride can await those with concentrated and undiversified portfolios and investors who constantly tinker with their asset allocation. Of course, everyone feels in control when recent market performance has been positive….
Can you guess how often the stock market’s annual returns actually aligned with its long-term average? Short-term results vary, and in any given period stock returns can be positive, negative, or flat. When setting expectations, it’s helpful to see the range of historical outcomes.
The IRS gives three answers, depending upon time and how confident you are that your returns are complete
There has been much speculation in the press about why volatility has been low, how this is related to the real economy and global events, and what it might mean for future returns. However, these are just stories
For many, the inauguration of a new President has sparked a renewed interest in government, politics, and making a difference. Did you know that you can make a tax-deductible gift to pay down the federal debt and earmark it for a specific federal agency?
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