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What a year it’s been. Remember December 2018? As The New York Times reported at the time, “Stocks plunged in December [2018], posting their worst monthly loss since the financial crisis and the worst December since 1931 and the Great Depression.”

Here are some important strategies to consider in your year-end tax planning.

2019 Last-Minute Section 199A Strategies That Reduce Taxes

Remember to consider your Section 199A deduction in your year-end tax planning.

Taxes – you can’t avoid them, but you can make the annual ritual a little less, well, “taxing” with proper planning and preparation. You may even be able to reduce this year’s burden. Here’s an overview.

Some holiday gifts you provide to members of your family, employees, and others may also yield tax benefits. Here are some examples:

The first decade of the 21st century, and the second one that's drawing to a close, have reinforced for investors some timeless market lessons: Returns can vary sharply from one period to another. Holding a broadly diversified portfolio can help smooth out the swings. Also, focusing on known drivers of higher expected returns can increase the potential for long-term success.

Over the past few years, several wildfires have been blamed on power lines downed during periods of low humidity and gusty winds, which typically occur in the fall. The 2018 Camp fire, sparked by downed power lines, was the deadliest in California history, claiming 85 lives and causing more than an estimated $16 billion in damages.

An Investment policy statement (IPS) is a statement that is a road map for you and your advisor in structuring your investments according to your goals. It spells out your investment goals and objectives, outlines the asset allocation targets, and the specific types of securities to be used with the expected risk/return profile of your portfolio.

We appreciate your following our five-part series on value investing. If you’ve made it this far, your journey is nearly complete.

Once you turn age 70 1/2, the tax code mandates that you withdraw a tax code–defined required minimum distribution (RMD) from your traditional IRA.

Kids learn the basics in school – reading, writing and arithmetic, but schools avoid almost any instruction about money. If they do offer a class, it may be an elective in high school, long after habits have been formed.