How Do Higher Interest Rates Impact Stocks?
By Scott Aune, Investment Manager
It's commonly assumed that higher interest rates mean lower stock prices.
Articles & Insights
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You and Your Social Security (Tax)
By James Christy, Wealth Advisor
Corporate and Individual income tax rates may be coming down as a result of the recently-enacted Tax Reform Act, but the combined Social Security and Medicare (FICA) tax continues to go up.
The ABCs of RMDs and QCDs
Donating to charity can be good for your soul — and your tax bill
RMDs, or Required Minimum Distributions, are the minimum amounts that the federal government requires Traditional IRA (or other qualified retirement plan) holders to withdraw starting the year they turn 70 ½. Uncle Sam doesn’t let us defer taxes on our retirement accounts forever. And if RMDs are not taken, significant penalties will apply.
Trusts—Fulfilling a Role in Your Financial Plan
Many people have heard about trusts, but may not know there are several kinds of trusts, and which, if any, of these legal documents may be of value to them for their personal financial planning. It might be time to ask yourself, “Would a trust help me accomplish an important financial or estate planning objective?” Trusts can be established to address a variety of concerns, including protecting and distributing your assets, managing taxes and achieving your charitable goals. The assets in a trust are managed according to your wishes by the trustee you choose.
