In January the tax reform made a dramatic increase to the standard deduction, while also limiting some of the things you can itemize. So for those over age 70 ½ may feel the impact of their required minimum distributions (RMDs) a little more this year. If you are taking RMDs but don’t really want or need the money, a qualified charitable distribution (QCD) may be good way to distribute the minimum required amount out of the IRA, avoid the penalty, and satisfy your charitable intents.
Another record was set on Wall Street this week when Amazon (AMZN) became the second company in the world to breach the $1 trillion market capitalization mark. Sorting through old media clips, I came across a bold prediction made by Robert Luna, Surevest CEO and Chief Investment Strategist.
The Emerging Markets have received a lot of attention lately. This week, the country of India was presented with an investment endorsement from Warren Buffett’s Berkshire Hathaway (BRKA).
In 1982 the chances of having twins was three per 1,000 births. I’m one of those three. The number of babies born with Down syndrome each year? One in 6,000. My little sister, Diane, is one them. The number of living kidney donations estimated to be completed in 2018? Nearly 6,000. We are one of them.
For the past couple of months, I was here at Surevest, as an intern – this was my third summer in a row working with the team.
A new record has been set on Wall Street despite fears of a yield curve inversion, emerging market distress and negative political news for the U.S.
The U.S. equity markets have had mixed results over the last five business days due to the volatile ride of the Turkish Lira currency crisis.
If you decide to use some of your wealth to make the world around you a better place, then you must also decide on a vehicle for making your charitable donations.
The broader U.S. equity indexes were in positive territory over the last 5 business days. The S&P 500 price return was 1.14%, while the Dow Jones Industrial Average had a gain of .99% and the NASDAQ Composite Index had a small increase of .41%.