With so much talk about recession and inflation in the headlines, I thought you might be understandably nervous. In this video, I’ll be discussing what you can do when a recession seems imminent. One of the hardest parts of a recession, if it hits, is that you might be emotionally affected by the markets highs and lows. When you hit one of those low points, I want you to keep these three things in mind.
The U.S. tax code is not particularly fair. Among other things, it taxes capital gains at a lower rate than W-2 income, so it favors the wealthy over wage earners. There are ways to use the tax code to our advantage, however, especially during periods like this of market volatility and dislocation. I talk about tax loss harvesting in this video. Why not save some money on your taxes this year? Please reach out if you have any questions.
What behaviors do you practice when it comes to keeping up with the stock market, as well as other markets and investments? In this video I share some of my habits as a former Wall Street investor and cover the importance of following market trends and keeping a great portfolio.
I know you're feeling it. We all are. Prices are going up. The inflation rate reported in May was 8.6%. The highest it's been since the early eighties. You're wondering: What do I do? How do I respond to this increase in prices for so many things you pay for?
Have you faced a moment in the last few years when you felt ready to just give up? I did. What kept me moving forward? Advice from someone who really saw me and helped me to see myself. What is it that gives you the strength to keep on keeping on?
Hello. You'd think having conversations about money would be easy for me after all, I talk about money all day long with my clients, conversations with my spouse, with my children, with friends about money. Not so easy. These are hard discussions to have, but always worth having .