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Insights & Ideas

Keeping you at the forefront of modern investing
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Oil Futures Slip as Demand Destruction Looms and Supplies Grow
With the 2020 election days away, we look at market reactions to elections past and preview what to watch for as the returns come in November 3.
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Stocks tumbled again on Wednesday, as worries about rising COVID-19 cases and hospitalizations sent investors toward the safe havens of U.S. Treasuries and the dollar.
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Stocks under pressure on concerns over COVID-19 resurgence.
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Helpful tax tips for your charitable contributions, including stock donations.
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Stock options can be an important part of compensation, but be sure you know which kind you have and how they work.
What is your cost basis? Whether you’re a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here’s how.
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Different ETF structures have different tax implications. Be informed and avoid unpleasant surprises come tax time.
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For 2020, will you have to pay alternative minimum tax? Here’s what you should know about the AMT, and steps you can take to potentially avoid it.
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The IRS allows taxpayers various tax deductions for investment-related expenses if those expenses are related to producing taxable investment income. Do your expenses qualify?

Important Disclosures

Information on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.

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