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Recent Market Volatility

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

In recent days, the increase in volatility in the stock market has resulted in renewed anxiety for many investors.

Tags:
  • Portfolio goals
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Myths & Facts About Social Security

Submitted by Desmond Wealth Management, Inc. on August 20th, 2019

Myth #1: Social Security will provide most of the income you need in retirement.

Fact: It's likely that Social Security will provide a smaller portion of retirement income than you expect.

Tags:
  • Retirement
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The Viability of the Value Premium Part II: Historical Context

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

In our last message, we launched our five-part series exploring the ongoing viability of the value premium. After enduring approximately a decade of disappointing U.S. value stock returns, even disciplined investors may be wondering whether this factor will continue to deliver its expected premium in the future.

Tags:
  • Portfolio goals
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Tax Saving Tips for Your Business - Summer 2019

Submitted by Desmond Wealth Management, Inc. on August 3rd, 2019

PROVEN TAX REDUCTION STRATEGIES FOR SOLE PROPRIETORS

If you operate your business as a sole proprietorship, there are many strategies to reduce your taxes.

Let’s start with the following 10:

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Records Are Made to Be Broken

Submitted by Desmond Wealth Management, Inc. on August 1st, 2019

We’ve all heard it said, “Records are made to be broken.” We celebrate record-breaking winning streaks from our favorite teams. Conversely, we hope to avoid a long string of losses.

Tags:
  • Portfolio goals
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Minimizing Tax on Social Security Benefits

Submitted by Desmond Wealth Management, Inc. on July 27th, 2019

Whether your Social Security benefits are taxable (and if so, the amount that is taxed) depends on a number of issues. The following facts will help you understand the taxability of your Social Security benefits.

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The Randomness of Global Equity Returns

Submitted by Desmond Wealth Management, Inc. on July 22nd, 2019

Investment opportunities exist all around the globe. 

Tags:
  • Portfolio goals
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Reduce Taxes with S-Corps and C-Corps

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

If you are a business owner, using corporations to help you reduce taxes and provide increased legal liability protection is a viable plan. Choosing which type of corporation depends on many factors, and some of those factors come down to the tax savings strategies. Here are a few to consider:

Tax Strategies for S-Corps

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QUARTERLY MARKET REVIEW - Q2 2019

Submitted by Desmond Wealth Management, Inc. on July 10th, 2019

Amid tariff wars and temporary truces, Brexit bewilderment and historic Hong Kong rallies, the global thermometer isn’t the only gauge that may leave you and your investment temperament reeling between cooling chills and hot thrills this summer.

Tags:
  • Portfolio goals
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How to Avoid Social Security Scams - Inspector General Releases Warning

Submitted by Desmond Wealth Management, Inc. on June 30th, 2019

The Inspector General of Social Security, Gail S. Ennis, recently released a warning to citizens about a caller-ID "spoofing" scheme misusing the Social Security Administration (SSA) Office of the Inspector General's (OIG) Fraud Hotline phone number. The OIG has received recent reports of phone calls displaying the Fraud Hotline number on a caller-ID screen.

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