Avoiding Retirement Withdrawal Taxes Can Be Tricky
March 27, 2023 – Managing Director, and Principal John Lau CPA,CFP was featured in Financial Advisor Magazine to discuss ‘Avoiding Retirement Withdrawal Taxes Can Be Tricky.’ “Other considerations include the sale of a residence in the former state, how much the taxpayer needs to withdraw from retirement accounts, life expectancy and the presence of children […]
Macro, But Not Yet Technical Concerns
March 27, 2023 Good morning, There seems to be a collective sigh of relief running through financial markets this morning and it started in the financials. On the news that First Citizens Bank agreed to buy Silicon Valley Bank (SVB) and a separate report that U.S. authorities are considering expanding an emergency lending facility for […]
Getting Stuck
March 24, 2023 Good morning, Despite a symphony of assurances by central bank officials around the world that financial institutions are stable and liquidity in their respective markets is adequate, we have yet another “run” of sorts this morning on a new name to this crisis narrative – Deutsche Bank (DB). Banks can’t get a […]