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Top related persons:
Rafia Hasan - 2 Hasan - 2 Donald Trump - 1 Stephen Bigge - 1 you've - 1 Rachel Elson - 1 it's - 1 Stocks - 1
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San Francisco Washington Green Bay , Wisconsin QCDs Plano , Texas Matawan , New Jersey
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Search resuls for: "Perigon Wealth Management"


3 mentions found


☆ Trump’s tax proposals are a step closer to reality. Here’s what it means for your portfolio
  + stars: | 2024-11-26 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +5 min
The Tax Cuts and Jobs Act, which went into effect in 2018, overhauled the federal tax code. The legislation roughly doubled the standard deduction, tweaked the individual income tax brackets and trimmed rates. It also applied a $10,000 cap on the state and local tax deduction, and it nearly doubled the estate tax exemption. Prepping for 2025 Investors can set up their portfolios for success heading into 2025, especially now that they still have some certainty on the tax climate for next year. Eligible IRA owners can exclude up to $105,000 in QCDs from their taxable income in 2024.
Persons: Donald Trump, Stephen Bigge, Rafia Hasan, you've, Hasan, Rachel Elson, it's Organizations: Republican, Keebler, Associates, Senate, Perigon Wealth Management, Internal Revenue, Moderna, Intel, that's Locations: Washington, Green Bay , Wisconsin, San Francisco, QCDs
☆ Volatility looms as election season heats up. Fortify your portfolio against autumn market shocks
  + stars: | 2024-09-19 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +6 min
Recalibrate for risk Protecting your portfolio from sharp losses begins with understanding your comfort with risk and ensuring that your asset allocation reflects your long-term goals. "But over that period when markets were down, there were opportunities to harvest losses in stocks, individual names that experienced big pullbacks." And they've been a good buy for clients who are nearing retirement, seeking income and appreciate bonds' ability to offset stocks' volatility. Options for buffering losses Options are also playing a role in investors' portfolios as financial advisors try to mitigate volatility. Call options give investors the right to buy a stock at a specified strike price before a certain date.
Persons: Stocks, Goldman Sachs, Arun Prakash, Prakash's, Rafia Hasan, San, Hasan, they've, Andrew Herzog, We're, Herzog, he's, Gregory Guenther, Morningstar, " Guenther Organizations: Federal, Wealth Management, Fed, Treasury Bond ETF, SEC, GrantVest Financial Locations: San Francisco, Plano , Texas, Matawan , New Jersey
☆ Fewer Adults Have Life Insurance, but Skipping It Can Be Risky
  + stars: | 2023-05-15 | by ( ) www.wsj.com   time to read: +11 min
But financial planners say a basic life insurance policy, especially products known as term life insurance, should be an important part of many Americans’ financial plans. A life insurance policy:Replaces lost income: If you were to pass away, your family could use your life insurance policy’s death benefit to replace your income. How to shop for life insuranceIf you’re ready to start shopping for a life insurance policy, follow these steps:1. According to PolicyGenius, an insurance marketplace, typical rates for a whole life policy, the most common type of permanent life insurance, are about 10 times the cost of a term life policy. Term Life Insurance Because term life insurance expires, it's often a far cheaper option.
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