I know it’s one of the busiest times of the year and we have discussed year-end planning in prior conversations, but let’s concentrate on taxes before the new year begins. Many questions about the new administration have come my way, including questions about new tax proposals. Joe Biden’s proposed plan looks aggressive, but it may […]
Year-End Planning Checklist Read More »
You are invited to our year-end tax planning discussion, hosted by Boyan Doytchinov. Due to tax changes introduced by the SECURE Act and the CARES Act within the past year, it’s more important than ever to evaluate your long-term tax planning strategy. Please join our Zoom webinar on Tuesday, December 8th at 2 PM or Wednesday, December 9th
Year-End Tax Planning for 2020 Read More »
For the nation, 2020 has been one of the most difficult years in memory. We are grappling with COVID and its fallout, economic upheaval, racial tensions, wildfires, hurricanes, a presidential election, and a polarized electorate. Despite this year’s difficulties, a strong economic recovery, record low interest rates, and an aggressive stance by the Federal Reserve
Election 2020 – a nail-biter Read More »
The momentous events of the past few months have upended the traditional cadence of an American presidential election year, however the 2020 campaigns and elections will still go on. While the election will have a significant impact on the country, we want to provide some caution about drawing too many links between who’s occupying the
The Presidential Election and the Markets Read More »
When I take a step back from what is happening in the economy and look at the major U.S. market averages, I see an incredible disconnect. And I’m not alone. U.S. Gross Domestic Product (GDP), which is the broadest measure of the value of goods and services in the economy, fell at the annualized rate
Wading Through Murky Economic Waters Read More »
Join us for an open discussion with Mark and the team at Snyder Capital Management. Wednesday, August 12th at 11 AMOrThursday, August 13th at 7 PM We plan to discuss the disconnect between the economy and the markets, and our perspective on the near and long-term outlook. We invite you to ask any additional questions in advance.
Open discussion with Mark and the team Read More »
We understand that ongoing nationwide lockdown measures have created additional and unforeseen financial stresses for many who, prior to the Covid-19 pandemic, may have been financially secure. It goes without saying that the passage of time – with so many people fired, furloughed, laid off, or excessed and so many locally-owned businesses fully or partially
Staying in the Loop Read More »
You can now return unwanted RMDs to reduce your tax burden in 2020. New IRS guidance provides a special window for anyone who took Required Minimum Distributions (RMDs) earlier this year. Those distributions can be reversed by returning the funds to your retirement account (IRA, 401k, etc.) and this exception even applies to inherited IRAs.
Important tax savings opportunity Read More »
Join us for an open discussion with Mark and the team at Snyder Capital Management. Tuesday, June 30th at 10 AM We plan to discuss the economy and the markets, our perspective on the strong rally in stocks since the March lows and timely financial planning opportunities. We invite you to ask any additional questions in
Open discussion with Mark and the team Read More »
I hope this finds you well. We would like to invite you to our next virtual meeting on Tuesday, May 12th at 4:30 PM: Maintaining Perspective in a CrisisHow to Make Rational Decisions When the World Is Falling Apart The pandemic, an economic shutdown, and an uncertain future have many investors on edge. Your anxiety can
Snyder Capital Management Virtual Meeting Read More »
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