Perspectives

Perspectives
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Employee Retention Credit

As our country shut down during the pandemic, Congress initiated several measures to provide financial assistance for business owners and individuals. We’re sure you all heard about several of these initiatives, ranging from PPP loans to stimulus checks. The one we are highlighting in this article is the Employee Retention Credit (ERC), which was originally…

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The Midway Point

If we are raising flags for the 4th of July celebration here in the U.S., that must mean we are also halfway through 2021. This year has gone super-fast, with vaccinations, a gradual return to normal life, and good market returns helping to quickly pass the weeks. What a difference a year of incredible scientific…

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To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the currency, and…

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Boring

“Boring” is certainly not the word most people would use to describe 2020. In fact, it’s been anything but boring, what with the pandemic, economic uncertainty, passionate political climate, and wildfires and hurricanes thrown in for good measure. However, the stock market has been boring if you didn’t look often. If you looked at your…

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We Are Human

You would not be human if you didn’t feel any emotion about the market’s ups and downs we have been experiencing. As professional investors, who have lived through markets worse than this, we are not immune to the emotions, nor are we going to tell you that you shouldn’t feel these emotions. What we will…

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1040 tax form, calculator and pen on a desk

Itemized Deduction Limit

As of January 1, 2013, married taxpayers with income above $300,000 and single taxpayers with income above $250,000 will see their itemized deductions reduced. Itemized deductions are the common deductions taxpayers take for items such as mortgage interest, property taxes, state and local taxes, and charitable deductions. The thresholds will increase each year by inflation.…

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2013 Tax Guide booklet cover

Tax Impact 2013

Debunking the Fiscal Cliff Deal (and How It Impacts You) – Special Report January 2013 Happy New Year! While the bulk of us were bidding adieu to 2012 and toasting in 2013, our elected officials in Washington, D.C., were working on a deal to avert the fiscal cliff! Of course, they had months to do…

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