Skip to main content

  • Home
  • About 
    • An Integrated Solution
    • Our Team
    • Referrals
  • Our Services 
    • What We Do
    • Investment Consulting
    • Advanced Planning
    • Tax Management
    • Investment Philosophy
    • Advance Planning Philosophy
    • Fee Structure – Our Value to You
  • Resources 
    • WealthMatters Blog
    • Market Reports
    • Videos
    • Recommended Reading
  • Client Login
  • Contact

Desmond Wealth Management, Inc.

 

WealthMatters
Blog

    You are here

  1. Home
  2. Blog

Blog

Are You Confused About Investment Costs? Part 1: Fund Management Fees

Submitted by Desmond Wealth Management, Inc. on February 5th, 2023

What are your investments really costing you? If you’re not sure, you’re not alone. It’s not like you’re handed a menu of charges to choose from when it’s time to place your order. Even when you know where to look for investment costs, the information can be difficult to digest.

Tags:
  • investment
  • Investment Costs
  • Portfolio goals
  • Stock Market
  • Read more

All the Signs That You May Need Some Assistance With Your Bookkeeping

Submitted by Desmond Wealth Management, Inc. on February 4th, 2023

Especially in the early days of a business, it can be natural to want to handle as many day-to-day tasks yourself as possible – bookkeeping included. Sometimes, it's in an effort to save money. Often, entrepreneurs just feel like they're in a better position to handle everything themselves. Regardless, this situation does not seem to play out regularly.

Tags:
  • Accounting
  • Budgeting
  • Business
  • Financial
  • Read more

What’s in the SECURE 2.0 Act?

Submitted by Desmond Wealth Management, Inc. on January 31st, 2023

The original SECURE Act was signed into law on December 20th, 2019. Its “sequel,” the SECURE 2.0 Act, was similarly enacted at year-end on December 29th, 2022.

Tags:
  • 401(k)
  • 529 Plans
  • Emergency Fund
  • Financial Planning
  • Retirement
  • Roth IRA
  • Savings
  • Traditional IRA
  • Read more

Start Off on the Right Foot for the 2023 Tax Year

Submitted by Desmond Wealth Management, Inc. on January 29th, 2023

Individuals and small businesses should consider various ways of starting off on the right foot for the 2023 tax year.

 

W-4 Updates

Tags:
  • 529 Plans
  • Business
  • Charitable Giving
  • Children
  • Family
  • Retirement
  • Tax Planning
  • tax return
  • Read more

QUARTERLY MARKET REVIEW - Q4 2022

Submitted by Desmond Wealth Management, Inc. on January 14th, 2023

Every January, it’s typical to reflect on market data from the year past. You’ll see the results in your own quarterly reports, as well as across the usual flurry of broad market analyses.

Tags:
  • investment
  • Portfolio goals
  • Quarterly Market Reviews
  • Stock Market
  • Read more

Back to the Investment Basics Part 5: Patience and Personal Persistence

Submitted by Desmond Wealth Management, Inc. on January 5th, 2023

So far in our investment basics series, we’ve explored the history of investing, how important it is to save (so you have money to invest), how to invest efficiently in broad markets, and why to avoid chasing or fleeing rising or falling prices.

Tags:
  • investment
  • Portfolio goals
  • Read more

Common Family Tax Mistakes

Submitted by Desmond Wealth Management, Inc. on December 27th, 2022

When it comes to transactions between family members, the tax laws are frequently overlooked, if not outright trampled upon. The following are some commonly encountered situations and the tax ramifications associated with each.

 

Renting to a Relative

Tags:
  • Children
  • Estate Planning
  • Family
  • Financial
  • Gift Tax
  • Loans
  • Rentals
  • Tax Planning
  • tax return
  • Withholding
  • Read more

When Should You Take Your Social Security?

Submitted by Desmond Wealth Management, Inc. on December 24th, 2022

Ever since President Franklin D. Roosevelt signed off on the 1935 Social Security Act, most Americans have ended up pondering this critical question as they approach retirement:

“When should I (or we) start taking my (or our) Social Security?”

Tags:
  • Financial Planning
  • Medicare
  • Planning
  • Retirement
  • Social Security
  • Read more

Important Information for S-Corp Shareholders and Partners of a Partnership

Submitted by Desmond Wealth Management, Inc. on December 15th, 2022

There is an important issue related to filing the 2022 S-corporation (Form 1120-S) and partnership (Form 1065) tax returns that requires the cooperation of the shareholders and partners.

Tags:
  • Business
  • Business Tax Law
  • Tax Law
  • tax return
  • Read more

Back to the Investment Basics Part 4: The Price You Pay Matters

Submitted by Desmond Wealth Management, Inc. on December 5th, 2022

In our last piece, we described our marvelous markets, and how to account for their being both robust and random at the same time. Today, we’ll look at how stock pricing works, and why Nobel laureate William F.

Tags:
  • investment
  • Portfolio goals
  • Stock Market
  • Read more
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • …
  • next ›
  • last »

Recent Blog Posts

  • Are You Confused About Investment Costs? Part 1: Fund Management Fees
  • All the Signs That You May Need Some Assistance With Your Bookkeeping
  • What’s in the SECURE 2.0 Act?

Archived Blog

  • February 2023 (2)
  • January 2023 (4)
  • December 2022 (5)
  • November 2022 (3)
  • October 2022 (6)
  • September 2022 (3)
  • August 2022 (5)
  • July 2022 (4)
  • June 2022 (4)
  • May 2022 (6)
  • April 2022 (5)
  • March 2022 (2)
  •  
  • 1 of 8
  • ››

Categories

  • 401(k) (5)
  • 529 Plans (4)
  • Accounting (1)
  • Asset Location (2)
  • Budgeting (3)
  • Business (18)
  • Business Tax Law (6)
  • Charitable Giving (5)
  • Children (4)
  • COVID-19 (4)
  • Cryptocurrency (5)
  • Cybersecurity (3)
  • DAF (Donor-Advised Fund) (1)
  • Depreciation (1)
  • Direct Indexing (1)
  • Disaster Tax Relief (1)
  • Diversification (6)
  • Dividends (1)
  • Education Funding (2)
  • Elections (1)
  • Emergency Fund (3)
  • ESG Investing (3)
  • Estate Planning (7)
  • Family (2)
  • Financial (37)
  • Financial Education (1)
  • Financial Planning (12)
  • FinCEN (1)
  • Gift Tax (1)
  • HSA (Healthcare Savings Account) (3)
  • I Bonds (3)
  • Inflation (12)
  • Interest Rates (2)
  • investment (84)
  • Investment Advisor (7)
  • Investment Costs (1)
  • IRS Safe Harbor (1)
  • Loans (1)
  • Medicare (3)
  • NFTs (1)
  • Paycheck Protection Program (2)
  • Planning (20)
  • Portfolio goals (165)
  • Quarterly Market Reviews (11)
  • Recession (3)
  • Rentals (1)
  • Retirement (22)
  • Risk Tolerance (3)
  • Roth IRA (14)
  • Savings (3)
  • Scams (2)
  • Social Security (3)
  • SPACs (1)
  • Stimulus Payments (3)
  • Stock Market (35)
  • Stock Market Indexes (5)
  • Tax Credit (7)
  • Tax Deductions (6)
  • Tax Gain Harvesting (1)
  • Tax Law (14)
  • Tax Planning (30)
  • Tax Reductions (9)
  • tax return (46)
  • Tax-Loss Harvesting (1)
  • Trading Costs (1)
  • Traditional IRA (5)
  • Withholding (1)
  • Year-End (7)

  Let's Grab Coffee

get our blogs emailed straight to you

Contact Us

Let’s sit down over a cup of coffee and talk.

Phone: (925) 932-1994
Fax: (925) 940-9500
 

Email: Info@desmondwealth.com 

1850 Mt. Diablo Blvd., Suite 630, Walnut Creek, CA 94596

Get Directions

Subscribe to Our Monthly eNewsletter

* indicates required

View previous campaigns.

 
 

 

  • Sitemap
  • Legal, privacy, copyright and trademark information

© 2023 Desmond Wealth Management, Inc. . All rights reserved.

Website Design For Financial Services Professionals