End-of-year Tax Planning
By John Dapper
As we head into in the holiday season, let’s take a quick look at end-of-year tax considerations and strategies to help you maximize returns and minimize your tax bill. Sell losing investments to offset gains As the past few weeks have demonstrated, markets can be volatile and highly unpredictable and so even a well-managed portfolio […]
Tax Code Changes in 2018
By John Dapper
Quick Glance: Interest on HELOCs (Home Equity Lines of Credit) is not deductible anymore unless used to improve the home With new mortgages, interest is deductible only on first $750K of home value (couple, $350k separate filing), as aggregate value if multiple properties owned State and local property tax deduction is capped at $10K Tax […]
Disciplined Investing: Minimize Loss & Maximize Returns
By John Dapper
As you might have noticed, markets took a plunge last week and piled on more this week, which makes it a good time to explore what it means to practice disciplined investing, and why sticking to your investment strategy can help you maximize returns while protecting you from unnecessary losses. In times of high volatility […]
