Jan 20, 2021 | Tax Planning, Tips
The 2021 tax filing season will begin on February 12. Below is an article from the IRS that outlines the steps to speed up a refund during the pandemic. >>Read at IRS.gov Investment Advisory Services provided by Wall Advisors, Inc a Registered Investment...
Dec 1, 2020 | Business, Tax Planning, Tips
2020 has been quite a challenge, to say the least. The COVID-19 crisis brought massive unemployment, business closures, and an enormous amount of uncertainty. All of this has made 2020 seem like the year that never ends. In fact, I’m sure some of us can’t...
Jul 10, 2019 | Investments, Tips, Wealth Management
After Trade War Concerns, Stocks Hit New Highs by the End of Q2Main PointsBonds and stocks both rallied in Q2, with bonds beating stocks globally and in the U.S.Trade war concerns drove stocks down in May, but prospects of Fed rate cuts led to a June rally to new...
Jun 6, 2019 | Investments, Tips, Wealth Management
Multiple stock market corrections per year are normalMain PointsGlobal trade war fears drove a 4.5% correction in the S&P 500 in May.Multiple stock market corrections per year are normal.Corrections provide opportunities to buy investments at attractive...
May 9, 2019 | Investments, Tips, Wealth Management
At 90 million strong, millennials are now the largest generation in the U.S.Main PointsMillennials are the largest generation in the U.S., which has important implications for the economy and stock market.Spending on new cars, recently purchased homes, food, select...
Apr 10, 2019 | Investments, Tips, Wealth Management
Broad-Based Rally in Q1An average U.S. portfolio recouped the losses from Q4Stocks and bonds gained as central banks around the world became more investor-friendly.Treasury bond prices fell earlier in the quarter, but staged a strong rally in March on the back of...
