Tax Moves Advisors Should Be Making Before Year’s End
By Jeff Stimpson, Financial Advisor Magazine September 27, 2021 – Mallon FitzPatrick shares his top tax moves high-income earners should be making before year’s end a recent Financial Advisor Magazine piece. Mallon “advises an outright gift to heirs or finding an irrevocable trust” as ways to reduce income for tax purposes. Read more here: https://bit.ly/3otMBD
Bumpy
September 28, 2021 Good morning, I didn’t think I would be writing this morning, but it’s still September, the VIX jumped up overnight as did Treasury yields and Oil. Not good for stocks or bonds – so, here I am. Overnight Futures (the S&P 500 kind) are off 1% an hour before the cash market […]