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  3. August 2020

August 2020

Finding Your Fiduciary Financial Advisor

Submitted by Desmond Wealth Management, Inc. on August 28th, 2020

In selecting or retaining a financial advisor, how do you know if you’re making a wise choice?

This is a challenging subject, indeed. First, the stakes are high. The quality of your selection, or lack thereof, can literally make or break your family’s fortune.

Tags:
  • investment
  • Portfolio goals
  • Read more

What Are the Tax Plans of the Major Parties’ Presidential Candidates?

Submitted by Desmond Wealth Management, Inc. on August 24th, 2020

As the November elections approach, you might want to know what the two front-running presidential candidates’ tax plans for the future are. The following is an overview of their positions, at least what is known now.

Tags:
  • Tax Planning
  • tax return
  • Read more

What Is Fiduciary Investment Advice, and Why Does It Matter (Now More Than Ever)?

Submitted by Desmond Wealth Management, Inc. on August 15th, 2020

How do you know when an investment recommendation is worth heeding? Red tape and legal jargon aside, it’s about finding an advisor who exemplifies a few simple ideals:

Tags:
  • investment
  • Portfolio goals
  • Read more

What President Trump’s Executive Order Means for You

Submitted by Desmond Wealth Management, Inc. on August 13th, 2020

We are still waiting for the dust to settle on what President Trump’s executive orders mean for taxpayers and business owners. There is a lot of talk about legal challenges and how Congress may react, but here is a summary of what we know now.

Temporary Payroll Tax Relief

Tags:
  • Financial
  • tax return
  • Read more

How to Be Positively Skeptical Part 4: Check the Facts Before You Act

Submitted by Desmond Wealth Management, Inc. on August 6th, 2020

“You can outsource expertise but never your understanding, especially when it comes to your finances.”

— Ben Carlson, “Don’t Fall For It”

 

Tags:
  • investment
  • Portfolio goals
  • Read more

How to Protect Yourself Against Coronavirus-Related Fraud

Submitted by Desmond Wealth Management, Inc. on August 2nd, 2020

The global coronavirus pandemic has changed every single facet of our world – from the way we work to how we live our day-to-day lives – and we have been forced to quickly adjust.

Unfortunately, there are those out there who seek to take advantage of this turbulent time.

Tags:
  • Financial
  • tax return
  • Read more

Recent Blog Posts

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