Did you know 529s are powerful estate planning tools?
The special tax rules that govern these accounts allows you to pare down your taxable estate, potentially minimizing future federal gift and estate taxes.
Category Archive for : ‘Financial Planning’
Managing cash, the essential fuel of your business
Learn more about how to strike the right balance with your business’s cash management.
Weekly Market Commentary – April 14, 2022
April 14, 2022 The consumer price index (CPI) rose 1.2% in March (+8.5% y/y), led by an 18.3% increase in gasoline (+48.0% y/y) and a 1.0% rise in food prices (+8.8% y/y). Ex-food and energy, the CPI rose 0.3% (+6.5% y/y). The price index for durable goods (13.1% of the CPI) fell 0.9% (+17.4% y/y), […]
Thoughts on the Market: ‘Bear’ing Down on Markets
With the S&P 500 falling 27% from its record-high in February due to the coronavirus outbreak, Raymond James Chief Investment Officer Larry Adam breaks down what it all means, and what we can expect to see as we move closer toward a mild recession.