Investments
Written by: Paolo LaPietra, CFP® The recent surge in Bitcoin’s price, surpassing $76,000 following Donald Trump’s re-election, highlights how sensitive cryptocurrency markets are to political events. This price action reflects investors’ enthusiasm that Trump’s return to the White House could be favorable for crypto assets, largely due to his support for crypto-friendly policies and…
Written by: Nicole Gobel CPA, CDFA® Do you or your loved ones have savings in IRAs or Roth IRAs? Do you want to understand how these assets will be taxed upon the owner’s passing? Prior to 2020 the rules around inheriting IRAs and Roth IRAs were relatively straight-forward but since then there have…
It’s been an up and down week in the markets, following a down week last week. The headlines continue to be driven by inflation news (good and bad), July jobs report last week (somewhere in the middle) and last week’s downgrade of U.S. debt from AAA to AA+ by Fitch (bad but not worrisome). What…
It’s Saturday morning and I wanted to share some thoughts that both Ryan Bouchey, CFP® CPA, our Chief Strategy Officer and VP, and I had on the markets with all the volatility over the past couple weeks. Investors’ emotions are being tested again as we retest the lows of June 16th and there’s a feeling…
Written by: Steven B. Bouchey, CFP® As seen in The Saratogian. The headlines in 2022 have been overwhelming; the Russia-Ukraine conflict, Covid-19 lingering on, China’s lockdowns adding to supply chain disruptions, and inflation at 40-year highs!!! So, what has changed on the inflation front? The May consumer price index (CPI) was red hot, rising +1%…
Written by: Vincenzo Testa, CPA Equity compensation is one of many benefits that employers are offering more frequently to hold onto their valuable employees. Sure, in general, employees know when they are granted their stock options, when they vest or their strike price. But are those same employees able to calculate the potential significant tax…
Today’s Inflation, The FED & Market Recap
Written by: Paolo LaPietra, CFP® Whether you have been listening to the news or talking with friends and family, inflation has found it’s way into the conversation. It makes sense, inflation affects so many aspects of our lives. While stopping at the gas pump, shopping in the grocery store, or in the market for a…