Wondering how does the stock market perform during a coronavirus pandemic? Let’s go through the -32% crash in March 2020 and the subsequent rebound to all-time highest by 2Q2021. When the SARS virus outbreak began in early 2003, I was working in Asian equities at a major investment bank. SARS started in Guangdong province, Southern […]
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If you decide to sell your house to simplify life, lock in gains, downsize, or relocate for a job, this article will help you minimize your capital gains tax bill. You may even be able to pay no capital gains tax after selling your house for big bucks. According to the IRS, most home sellers
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The IRS allows penalty-free withdrawals from retirement accounts after age 59 1/2 and IRA. The IRS also requires withdrawals after age 70 1/2 (these are called Required Minimum Distributions [RMDs]). There are some exceptions to these rules for 401(k)s and other ‘Qualified Plans.’ However, you only want to withdraw from a 401(k) or IRA if
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Are you new to Personal Capital and want to learn more about their fantastic free tools? Read on and you’ll quickly learn how to use Personal Capital to grow your wealth. This quick overview explains all of Personal Capital’s free tools. Utilizing them will help you maximize your account and grow your wealth faster. I’ve been
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The stepped-up basis for our children was under attack. The Biden administration wanted to either abolish the stepped-up basis altogether or alter it to generate more tax dollars. So I expect for democratic presidents and congress people will want to abolish the stepped-up in cost basis as well. If heirs are then forced to pay
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Let’s look at the historical stock market performance when interest rates rise. Even though interest rates have been coming down since the late 1980s, there is a chance interest rates will rise with the economy heating up post pandemic. Some investors currently fear that a rising interest rate environment might derail our longstanding bull market.
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The key to financial freedom is generating enough passive income to cover your desired living expenses. Here is the Financial Samurai passive income journey. I’ll share with you how it all started and how I finally left finance in 2012. Financial Samurai Passive Income Journey If the amount of money you’re saving each month doesn’t
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Betterment was founded in 2008 and is the largest online-investment advisor with over $30 billion in assets under management (AUM). You might be asking yourself: Should I invest with Betterment? This post will provide a detailed review for 2021 and beyond. In the past, retail investors like you and me needed $500,000 or more for a traditional
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Do you suffer from anxiety and suicidal thoughts as an entrepreneur? An increasing number of entrepreneurs do, especially after the pandemic. So many have been forced to do more work and worry more about their business due to fewer outlets. Whether you are a solopreneur or a big-time entrepreneur, the anxiety of running a business
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Personal Capital is one of the premier online investment advisory platforms that provides clients with electronically facilitated wealth management services. Personal Capital started in 2009 and has seamlessly blended digital advice with human advice to provide the best service possible at a lower price than traditional investment advisers. The Personal Capital pros and cons will
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