S&P 500 Revenues. There is a prevailing market narrative that the U.S. market outlook is strong, while Europe, the UK, and China face challenges. However, 41% of S&P 500 revenues come from abroad. A recession in Europe and a slowdown in China could cause harm, while strong international economic conditions would provide a favorable tailwind for S&P 500 earnings.
As we step into 2025, several tax changes are set to affect individuals. Staying informed about these changes can help you make the most of new opportunities and avoid potential pitfalls. Here’s a breakdown of five key updates to keep on your radar for 2025:
When choosing a financial advisor, trust and transparency are paramount. That’s why it’s crucial to investigate claims and verify information before entrusting your money to any firm. Recently, we uncovered some alarming inconsistencies about a financial services firm based in Charlotte, NC—Alloy Wealth Management.
Private Credit Performance. A comparison of returns across various fixed-income categories reveals that private credit has been outperforming other classes. No surprise we've seen a private credit boom with yield ~2x it's counterparts.
One of the most overlooked risks that married couples face when planning for retirement is something known as the Widow’s Tax Penalty. This penalty occurs at the death of the first spouse and can have a significant impact on the surviving spouse’s financial well-being. In this post, we’ll explain how this penalty works, its potential impact on a couple’s retirement plan, and practical steps you can take to minimize it.
If you're wondering if you should pay taxes early through a Roth IRA conversion—especially when that means shrinking your investment amount initially—you’re not alone. After all, conventional wisdom says to defer taxes as long as possible. But for many savers, particularly those with large traditional IRAs, Roth conversions can be a valuable strategy.