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  2. Archived Blog
  3. October 2021

October 2021

10 Obstacles to Investing — and How to Overcome Them

Submitted by Desmond Wealth Management, Inc. on October 29th, 2021

We’ve learned a lot about investing over the past 60 years, a period that has seen many breakthroughs in the world of finance. What we know comes from studying public markets and is grounded in serious academic research. The lessons are clear: Investing in markets is an excellent plan for meeting long-term goals, like maximizing your retirement income.

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

Understanding the Taxation of Cryptocurrency Transactions

Submitted by Desmond Wealth Management, Inc. on October 27th, 2021

If you have purchased, owned, sold, gifted, made purchases with, or used cryptocurrency in business transactions, there are certain tax issues you need to know about. Unfortunately, there are some unanswered questions and little specific guidance offered by the IRS other than in Notice 2014-21 and Revenue Ruling 2019-24.

Tags:
  • Cryptocurrency
  • investment
  • Tax Law
  • tax return
  • Read more

Tax Planning in Turbulent Times Part 1: The Tools of the Tax-Planning Trade

Submitted by Desmond Wealth Management, Inc. on October 16th, 2021

Whether you’re saving, investing, spending, bequeathing or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get nervous when there’s lots of talk about higher taxes, but little certainty on what may come of it, and who it might affect. 

Tags:
  • 401(k)
  • 529 Plans
  • DAF (Donor-Advised Fund)
  • Emergency Fund
  • Estate Planning
  • Financial Planning
  • HSA (Healthcare Savings Account)
  • Retirement
  • Roth IRA
  • Tax Planning
  • Traditional IRA
  • Read more

QUARTERLY MARKET REVIEW - Q3 2021

Submitted by Desmond Wealth Management, Inc. on October 16th, 2021

Sixty years after imagining the project, and after both had passed away, why did the famed artist couple Christo and Jeanne-Claude wrap L’Arc de Triomphe in Paris in silvery-blue fabric and red rope (which became an especially ethereal nighttime display)? 

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

Fall Tax Planning May Be Wise

Submitted by Desmond Wealth Management, Inc. on October 7th, 2021

Taxes are like vehicles in that they sometimes need a periodic check-up to make sure they are performing as expected, and if ignored, can cost you money. That is true of taxes as well, especially for 2021, as the pandemic benefits begin to wane and President Biden’s tax proposals loom.

Tags:
  • Tax Credit
  • Tax Deductions
  • Tax Planning
  • tax return
  • Read more

Key Questions for Long-Term Investors

Submitted by Desmond Wealth Management, Inc. on October 6th, 2021

Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you’re not alone. Your financial advisor is here to help.

Tags:
  • investment
  • Portfolio goals
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Recent Blog Posts

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