Investment Insights

Our Investment Insights blog shares our latest thoughts, analysis, and discoveries from our experienced financial planners.

How Bunching Might Save You Bunches

When is the best time to start your income tax planning for 2018? Oh, about 5 months ago! Okay, you get the point! Most of us don’t really enjoy tax planning and certainly not the dreaded completion of the tax forms by April 15 each year. Take heart, there is...

How Reducing Your SC Tax Bill May Benefit Special Needs Students

By now, you are probably aware that Congress approved a massive Federal income tax reform on December 22, 2017. For individuals, some of these changes have been well documented, including the increased standard deduction amount, the reduced income tax rates, and the increased child tax credit. However, others have garnered less...

Principal Preservation Myth Exposed!

A widow in her late 60s came to me last year to talk about tax planning. She really liked our financial planning services, especially the tax planning piece. She had quite a few individual stocks and wanted to be sure she was tax-smart as she moved toward a more diversified...

Qualified Charitable Distributions – A Win-Win for Those 70-1/2 or Older with IRAs

Toward the end of 2017 Congress gave American taxpayers an early Christmas present called the Tax Cuts and Jobs Act (TCJA).  Whether or not this economic stimulus has lasting positive effects remains to be seen, but one thing is for certain in the short run. If you are 70-1/2 or...

Market Downturn Surprise

Surprised at the recent “correction” in the stock market—really?  Within the space of two trading days, the S&P 500 Index declined 6.13%!  I jokingly tell folks who have seen my news segments on WYFF4 that when they see me on TV, that probably means that something bad is happening.  Rarely...

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