Skip to main content

  • Home
  • About 
    • An Integrated Solution
    • Our Team
    • Referrals
  • Our Services 
    • What We Do
    • Investment Consulting
    • Advanced Planning
    • Tax Management
    • Investment Philosophy
    • Advance Planning Philosophy
    • Fee Structure – Our Value to You
  • Resources 
    • WealthMatters Blog
    • Market Reports
    • Videos
    • Recommended Reading
  • Client Login
  • Contact

Covid-Notifications

We Are Here for You: Desmond Wealth Management Response to COVID-19   Read More

Desmond Wealth Management, Inc.

 

WealthMatters
Blog

    You are here

  1. Home
  2. Blog

Blog

Holiday Gifting with a Tax Twist

Submitted by Desmond Wealth Management, Inc. on November 26th, 2019

Some holiday gifts you provide to members of your family, employees, and others may also yield tax benefits. Here are some examples:

Tags:
  • tax return
  • Read more

A Tale of Two Decades: Lessons for Long-Term Investors

Submitted by Desmond Wealth Management, Inc. on November 15th, 2019

The first decade of the 21st century, and the second one that's drawing to a close, have reinforced for investors some timeless market lessons: Returns can vary sharply from one period to another. Holding a broadly diversified portfolio can help smooth out the swings. Also, focusing on known drivers of higher expected returns can increase the potential for long-term success.

Tags:
  • Portfolio goals
  • Read more

Are Solar-Powered Batteries the Answer to Power Outages?

Submitted by Desmond Wealth Management, Inc. on November 9th, 2019

Over the past few years, several wildfires have been blamed on power lines downed during periods of low humidity and gusty winds, which typically occur in the fall. The 2018 Camp fire, sparked by downed power lines, was the deadliest in California history, claiming 85 lives and causing more than an estimated $16 billion in damages.

Tags:
  • tax return
  • Read more

What is an Investment Policy Statement (IPS)?

Submitted by Desmond Wealth Management, Inc. on November 9th, 2019

An Investment policy statement (IPS) is a statement that is a road map for you and your advisor in structuring your investments according to your goals. It spells out your investment goals and objectives, outlines the asset allocation targets, and the specific types of securities to be used with the expected risk/return profile of your portfolio.

Tags:
  • Portfolio goals
  • Read more

The Viability of the Value Premium Part V: What Matters in the End

Submitted by Desmond Wealth Management, Inc. on November 2nd, 2019

We appreciate your following our five-part series on value investing. If you’ve made it this far, your journey is nearly complete.

Tags:
  • Portfolio goals
  • Read more

Make the RMD from Your Traditional IRA Tax-Free

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

Once you turn age 70 1/2, the tax code mandates that you withdraw a tax code–defined required minimum distribution (RMD) from your traditional IRA.

  • Read more

10 Tips for Teaching Kids About Money

Submitted by Desmond Wealth Management, Inc. on October 26th, 2019

Kids learn the basics in school – reading, writing and arithmetic, but schools avoid almost any instruction about money. If they do offer a class, it may be an elective in high school, long after habits have been formed.

  • Read more

Value Judgments: Viewing the Premium's Performance Through History's Lens

Submitted by Desmond Wealth Management, Inc. on October 12th, 2019

There’s a misconception in the markets: value stocks have lost their vigor.

Tags:
  • Portfolio goals
  • Read more

QUARTERLY MARKET REVIEW - Q3 2019

Submitted by Desmond Wealth Management, Inc. on October 8th, 2019

If we asked you to hold your breath or stop blinking, how long could you do it? A minute, maybe two?

Now, what if we asked how long you could go without being moved by the latest headline news? Impeachment unrest, Hong Kong protests, Brexit stress, climate change, inverted bond yields, the price of oil… you name it. There’s plenty to think about these days.

Tags:
  • Portfolio goals
  • Read more

Untimely Death Provides Lessons for Proper Estate Planning

Submitted by Desmond Wealth Management, Inc. on October 5th, 2019

Sometimes it takes celebrities like Whitney Houston or James Gandolfini, to show how poor estate planning can be costly and disruptive in so many ways. Philip Seymour Hoffman’s untimely death on February 2, 2014 ended a great film career and we mourn for both the man and the future film-going pleasure we will all now be denied.

  • Read more
  • « first
  • ‹ previous
  • …
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • …
  • next ›
  • last »

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?

Archived Blog

  • January 2021 (3)
  • December 2020 (4)
  • November 2020 (4)
  • October 2020 (4)
  • September 2020 (4)
  • August 2020 (6)
  • July 2020 (3)
  • June 2020 (4)
  • May 2020 (4)
  • April 2020 (5)
  • March 2020 (6)
  • February 2020 (4)
  •  
  • 1 of 5
  • ››

Categories

  • Charitable Giving (2)
  • COVID-19 (3)
  • Dividends (1)
  • ESG Investing (1)
  • Financial (16)
  • Financial Planning (4)
  • investment (16)
  • Paycheck Protection Program (1)
  • Planning (7)
  • Portfolio goals (126)
  • Retirement (11)
  • Roth IRA (8)
  • Tax Deductions (1)
  • Tax Planning (3)
  • tax return (19)
  • Traditional IRA (1)
  • Year-End (2)

  Let's Grab Coffee

get our blogs emailed straight to you

Contact Us

Let’s sit down over a cup of coffee and talk.

Phone: (925) 932-1994
Fax: (925) 940-9500
 

Email: Info@desmondwealth.com 

1850 Mt. Diablo Blvd., Suite 630, Walnut Creek, CA 94596

Get Directions

Subscribe to Our Monthly eNewsletter

* indicates required

View previous campaigns.

 
 

 

  • Sitemap
  • Legal, privacy, copyright and trademark information

© 2021 Desmond Wealth Management, Inc. . All rights reserved.

Website Design For Financial Services Professionals