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Insights & Ideas

Keeping you at the forefront of modern investing
CONTENT IS Video
Learn about two different withdrawal strategies that can be used to efficiently manage your taxes in retirement.
How to decipher the Fed’s quarterly “dot-plot” chart.
Find out how tax-loss harvesting could be used to potentially offset gains in your portfolio and what to watch out for when doing it.
Find out how you can how you can use technical and fundamental indicators together to figure out whether it might be a good or bad time to enter a trade.
Find out how you can how you can bring several technical and fundamental indicators together to help you decide which stocks to trade and which to avoid.
If you’re deciding between taking the standard deduction or itemizing, learn three tax-smart ways to get a tax deduction for your charitable giving.
Find out how tax rates and brackets influence what you pay in income tax, how the 2018 changes to the tax law impacted rates and brackets, and what the new bracket ranges are for 2020.
2018 tax reform meant big changes to itemized deductions. Learn about some of the biggest changes and how they may impact your tax return.
Find out how you can use Simple Moving Averages to identify potential short selling opportunities.
Learn the basics around the concept of short selling and the mechanics of how a short sale works.