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November 2020

Six Financial Best Practices for Year-End 2020

Submitted by Desmond Wealth Management, Inc. on November 30th, 2020

Has 2020 left you feeling like the fabled Sisyphus, forever pushing a boulder up a steep hill? While we prepare for a fresh start, here are six financial best practices for year-end 2020 and beyond, none of which require any heavy lifting.

Tags:
  • Financial
  • Planning
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Tax Law Changes Allow Year-End Charitable Planning Opportunities

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

As the end of the tax year approaches, it is worth spending a few minutes reviewing some of the changes that have been made in the tax laws surrounding donations to charities. In some cases, this guide will serve as a refresher regarding revisions made over the last few years, while in other cases there have been COVID-related changes that you may not be aware of.

Tags:
  • Charitable Giving
  • Financial Planning
  • tax return
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Lump-Sum Investing vs. Dollar-Cost Averaging Round 2: Actual Outcomes

Submitted by Desmond Wealth Management, Inc. on November 3rd, 2020

In a recent piece, we explored how to invest available cash: Should you invest it all right away as a lump sum? Or are you better off wading in more gradually with dollar-cost averaging?

Tags:
  • investment
  • Portfolio goals
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Presidential Election Reflection

Submitted by Desmond Wealth Management, Inc. on November 1st, 2020

Here’s an interesting puzzle: Why do we cringe at the sight or sound of breaking glass, but we salivate over breaking news?

Tags:
  • investment
  • Portfolio goals
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