Archive for Tag: planning for future

All Muni Bonds Are Not Created Equal

The city of Detroit emerged from bankruptcy in 2014. Still, its previous inability to pay investors left some questioning their long-held assumption about the relative safety of municipal bonds. Without question, in the wake of Detroit’s troubles, gaining a better understanding of municipal bonds makes more sense than ever....

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GME, Reddit, Robinhood: Why Investors Should Care

One of the biggest news stories last month was the heightened trading activity and price volatility of GameStop and several other companies. These company’s stocks were targeted by participants using the social media platform Reddit. Reddit supported the social media conversations among its members, and Robinhood was the trading...

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Tax Planning 2021 and Beyond: New Administration, New Taxes?

With a new president and administration, now is a great time to meet with your financial professional to discuss how our new president, Joe Biden, may affect your finances, taxes, and retirement. Given the balance of the U.S. federal deficit and the federal and state spending during COVID-19, increasing taxes is essential...

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