Rooney, Schmidt and Associates

12/14/2023

Bulls have truly taken over Wall Street— or, at least, New Jersey. If an all-time high in the Dow Jones Industrial Average weren’t enough evidence, a bull was spotted on commuter rail tracks not far from Manhat

12/11/2023

Avoid violating the IRS wash sale rule for tax losses when you sell and rebuy stocks.

01/20/2023

As tax season opens, filers are facing expired Covid tax breaks, abrupt tweaks to energy tax incentives and a delay meaningful for gig-economy workers.

01/09/2023

In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for January. He recaps 2022 and all that transpired and provides an outlooks for the economy and markets going forward.

In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for January. He recaps 2022 and all that tr...

08/24/2022

What the president’s plan means for the millions of Americans with student debt.

03/11/2022

The rules on inherited retirement accounts are getting less generous—and more complicated.

02/14/2022

02/10/2022

With the downturn behind us, the Federal Reserve is purchasing fewer assets each month. What does this mean for the economy?

02/03/2022

Rising profits can mean rising equity markets. Let’s take a look at your investments.

01/27/2022

From rising home values to stock market gains, there’s a lot to be positive about.