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The Market Has No Memory

Submitted by Desmond Wealth Management, Inc. on February 9th, 2020

by David Booth, Executive Chairman and Founder, Dimensional Fund Advisors

Tags:
  • Portfolio goals
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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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Don’t Be Duped by Clever Scammers

Submitted by Desmond Wealth Management, Inc. on December 28th, 2019

You may think we harp on you a lot about protecting yourself against identity theft and tax scams. You are right… but we do it because having your identity stolen becomes an absolute financial nightmare, sometimes taking years to straighten out. Identity thieves are clever and relentless, and they are always coming up with new schemes to trick you.

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Hindsight Is 20/20. Foresight Isn’t.

Submitted by Desmond Wealth Management, Inc. on December 21st, 2019

The year 2019 served up many examples of the unpredictability of markets.

Tags:
  • Portfolio goals
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5 Questions Answered About Long-Term Care

Submitted by Desmond Wealth Management, Inc. on December 13th, 2019

1. What is long-term care?

Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities. There are three levels of long-term care:

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Six Financial Best Practices for 2020

Submitted by Desmond Wealth Management, Inc. on December 11th, 2019

What a year it’s been. Remember December 2018? As The New York Times reported at the time, “Stocks plunged in December [2018], posting their worst monthly loss since the financial crisis and the worst December since 1931 and the Great Depression.”

Tags:
  • Financial Planning
  • Portfolio goals
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2019 Year-End Tax Strategies

Submitted by Desmond Wealth Management, Inc. on December 6th, 2019

Here are some important strategies to consider in your year-end tax planning.

 

2019 Last-Minute Section 199A Strategies That Reduce Taxes

Remember to consider your Section 199A deduction in your year-end tax planning.

Tags:
  • tax return
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A Taxing Time - 7 Ideas to Ease the Burden

Submitted by Desmond Wealth Management, Inc. on November 29th, 2019

Taxes – you can’t avoid them, but you can make the annual ritual a little less, well, “taxing” with proper planning and preparation. You may even be able to reduce this year’s burden. Here’s an overview.

Tags:
  • tax return
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