The Advisory Firm, LLC

01/08/2024

what's ahead for the markets? Thoughts on this:

The last blog post on October 26th discussed how sentiment was so gloomy that a market turn was a high probability, and one day later we bottomed and proceeded to rally 15%+ through year end. After a strong finish to the year, now what? Sentiment has always played a big role in the

10/16/2023

Thanks for visiting, we unfortunately had lost access to our facebook account for quite sometime but working on restoring access. Please phone with any questions

12/09/2021

https://theadvisoryfirm.net/want-to-earn-7-12-on-your-cash/

That title may sound like a teaser in this low interest rate world, but there is a way to earn a good interest rate on excess cash right now: I bonds Do you remember the old US Savings Bonds we all used to buy? They've revamped the process and it's mostly electronic now through TreasuryDirect.gov. S...

12/07/2021

Make sure those charitable donations don't get disqualified:

We are nearing the end of the tax year and it's time for your last minute charitable donations. If you are planning on taking a charitable deduction via Schedule A and wanting to donate property "non-cash" items, here are the rules: The organization receiving your donation must be qualified: religio...

12/01/2021

Considering selling your investment property? Know the rules for a 1031 tax free exchange.

Are you thinking of selling an investment property (rental) but don't want to pay taxes on your gains? With the rise in property values a lot of folks are thinking about selling and a 1031 tax free exchange may be something for you to consider. The 1031 is the tax code that allows you to

11/04/2020

Could you save thousands on unexpected medical bills?

10/28/2020

Act now! Compare plans and potentially save money!

10/21/2020

Could you save? You only have a short time to find out.

10/18/2020

Emotional extremes can derail investment goals. Is your future at risk? Take our personality quiz to find out.

10/14/2020

There's a short window where you could save money.

10/11/2020

You might think your personality doesn't affect your investments, but you might be putting yourself at risk of investing extremes. Take the quiz to learn more.

02/23/2020

Good article as we move into tax season:

Tax fraud against taxpayers is widespread. And it costs taxpayers a bundle. Here are some of the worst scams and tips for protecting yourself.