News & Insights
For much of last year, the economists at the U.S. Federal Reserve Board confidently told the public that the rampant inflation we were experiencing in the U.S. was “transitory.” Well, was the inflation actually transitory? It appears that the…
You probably know that the “real” return of an investment is the gains and income you receive minus inflation and taxes. Most of us invest with the idea that, over time, we will experience positive real returns. One would imagine that the cadres of …
Tax planning in Florida: 2 tax benefits of retirement living in the Sunshine State
If you’re a retiree or someone who plans to retire, it can be helpful to consider tax planning options with a financial advisor. There are several states in the U.S. where you aren’t responsible for taxes on certain things that you may otherwise be required to pay for in different states. Knowing which states are […]
Financial Insights – July 15, 2022
3 wealth management topics to discuss with your financial advisor
Meeting with a wealth management advisor can be intimidating at first. You may feel overwhelmed or like you’re not sure about important questions to ask or topics to bring up during a session. Don’t worry, because wealth management advisors are experienced and know how to steer you in the right direction. If you have a […]
How do you define a recession?
Daniel Mannix explains how a recession is defined and what it means for your portfolio.
Retirement tax planning: How to plan ahead to save on taxes
Retirement planning is an important part of financial planning in general. If you’re planning for retirement, there are five basic steps for you to consider. A financial planner knows how essential each one of these steps is and can guide you through each of them. The first is to start planning at the right time. […]
Do you pay taxes on capital gains in Florida?
Capital gain is a concept within economics that describes the profit that is made after a sale of an investment or an asset. Assets that can provide capital gain include properties, cars, stock and even businesses. Some states have required that people pay taxes for capital gains. This usually applies to sales of assets held […]