Posts Tagged ‘wealth management’
Keep The Tax Credit for Charitable Gifts
Ever since the Tax Cuts and Jobs Act (TCJA), many taxpayers have shown concern about losing tax breaks for charitable contributions. However, with the right plan, taxable entities can still benefit from donations. New law increased the standard deduction to $12,000 for individual filers and $24,000 for married households filing jointly. This increase, plus the…
Read MoreWhen Do You Need a Financial Advisor?
Major Life Events Are Financially Complex You might think that you only need a financial advisor for retirement or investment questions, but there are a number of common situations that necessitate complicated paperwork and financial decision making. Rather than do everything yourself, sometimes the best way to get things done correctly is to seek financial…
Read MoreArtifical Intelligence Can Improve Your Retirement Investment Strategy
Solomon API is a Powerful AI Investment Tool Solomon API is an artificial intelligence tool for global economic research. Solomon utilizes quantitative modeling and real-time global data assimilation to present you with data in an easy-to-process format. In addition, Solomon utilizes translation to help investors capture bull market opportunities and avoid severe market corrections. Solomon…
Read MoreScott Campbell, RICP is a FiveStar Wealth Manager
View this post on Instagram I was recently featured in Texas Monthly as a FiveStar Best in Client Satisfaction Wealth Manager. No self nominations were accepted and only SEC compliant advisers were considered. This is my fifth year receiving this distinction and it’s truly an honor! #austin #austintx #atx #texas #wealthmanager A post…
Read MoreComplimentary Access to Our Powerful Portfolio Monitoring System
Portfolio Monitoring Software Reduces Your Investment Risk If you’ve been investing in market-based securities, you probably understand how important market risk is. Not all investments are tied to the market, but any that you do have will face the risk of devaluation during the term of your investment. You can mitigate this market risk by…
Read MoreHow to Avoid Ending Up in Hot Water During Retirement
1. Pay Off Your Debts Before You Retire This might seem a little obvious, but when it comes to retirement, interest rates on debt don’t falter. In fact, your debt will likely continue to grow at exactly the same rate as pre-retirement. Unfortunately, as a country we don’t have major debt relief programs for seniors…
Read MoreDo I Need to Pivot My Investment Strategy?
2018 Started off Strong The first half of 2018 went well in terms of market performance and economic growth. In fact, the second longest-running bull market in U.S. stock market history managed to weather a few bumps and bruises to climb even higher. That’s the good news.1 Is Economic Change Coming? The bad news is…
Read MoreHow Do Politics Affect Your Financial Portfolio?
Political Legislation Affects Our Economy: Whether it’s a new tweet by the president, or something more controversial, politics has an impact on the way people manage their investments. However, even in times of political unrest, the stock market has remained relatively resilient. Recently, the market has successfully weathered political climates that had the potential to…
Read MoreShould I Become a Senior Entrepreneur?
What is it Like to Be a Senior Entrepreneur? Rob Horken — owner of Rob’s Rod Repair and Custom-Built Fishing Rods — supplements his retirement income by building custom-made fishing rods. An avid, lifelong fisherman in East Grand Forks, Minnesota, Rob’s rods are like individual works of art. They have become a popular choice in…
Read MoreArtificial Intelligence For Your Financial Portfolio
Artificial Intelligence Has Potential to Improve Portfolio Management 1. AI Can Improve the Accuracy of Investment Decisions Without AI, finance relies on researchers with limited time, memory and information. This contrasts greatly with an artificial intelligence tool that utilizes historical databases of financial products and can sort through the web for complimentary information. Artificial Intelligence…
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