Market Recap – September Major Benchmark Returns in September 2024 & Year-To-Date Déjà vu? September got off to a rough start as concerns about a slowing economy triggered a sell-off in growth stocks. Then, the Fed’s bigger-than-expected 50-basis point rate cut powered the Dow Jones and S&P 500 into record territory. Investors should pay attention […]
Simple and Smart Year-End Planning Moves
The following information has been updated for 2019 and 2020. Another year has come quickly and we are now racing to year’s end. Before the “busy” holiday season commences, right now is the perfect time to do some last-minute year-end planning, particularly for items that have an expiration date of December 31. Income Tax Mitigation […]
