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  3. January 2020

January 2020

QUARTERLY MARKET REVIEW - Q4 2019

Submitted by Desmond Wealth Management, Inc. on January 27th, 2020

By now, you’ve probably seen a few – or a few thousand – retrospectives on the past year and the past 10 years… with a few 20-year reflections thrown in.

Maybe it’s the nice, round New Year number. (Although technically, it may not be the dawn of a new decade until 2021.)

Tags:
  • Portfolio goals
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IRS Issues New Bitcoin Tax Guidance

Submitted by Desmond Wealth Management, Inc. on January 7th, 2020

The IRS recently issued new cryptocurrency guidance and is hot on your trail if you bought and sold cryptocurrency and didn’t report it on your tax return.

Here are the tax basics. You’ll treat cryptocurrency as property for tax purposes.

Tags:
  • tax return
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Busting 5 Big Retirement Myths

Submitted by Desmond Wealth Management, Inc. on January 4th, 2020

Urban legends, urban myths and the latest that’s on everyone’s lips — fake news, whatever you call it, in our age of information, claims of spurious repute can go viral in minutes. Anyone with a PC can start a blog and offer up opinions on just about any subject, whether he or she is an authority or not. Sources? Who needs sources?

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Recent Blog Posts

  • QUARTERLY MARKET REVIEW - Q4 2020
  • COVID-19 Relief Bill Addresses Key PPP Issues
  • An Evidence-Based Approach to ESG Investing Part 1: What Is ESG Investing?

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