Benjamin F. Edwards & Co.

Some Basics About Money-Minded New Year’s Resolutions

Some Basics About Money-Minded New Year’s Resolutions Provided by Benjamin F. Edwards & Co. and Clifford E. Bryan Among the various New Year’s resolutions people make each year, many set goals to be smarter about their money. To that end, we’ll discuss several ideas here to get you started on...

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Year-end financial to-do: review and rebalance your portfolio in this post-election environment

Year-end financial to-do: review and rebalance your portfolio in this post-election environment As we close in on the final weeks of 2020, we are faced with many challenges that will still be with us as we turn the calendar. We continue to navigate through the coronavirus pandemic and the vast economic problems resulting from measures taken to...

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Year-end financial to-do: evaluate the tax loss harvesting strategy

Year-end financial to-do: evaluate the tax loss harvesting strategy With the market’s volatility during 2020, you may have some positions that are currently valued below what you paid – a situation known as an “unrealized loss.” A good practice to evaluate before year end is to check to see if you have...

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Year-end financial to-do: making annual gifts to family and unique charitable giving opportunities for 2020

Year-end financial to-do: making annual gifts to family and unique charitable giving opportunities for 2020 Many love the feeling of a satisfying gift to a loved one. For those that may face a potential federal or state estate tax, making annual gifts to loved ones can feel even better because it may keep possible tax dollars away from the government....

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Year-end financial to-do: review how recent retirement plan legislation might provide new opportunities

Year-end financial to-do: review how recent retirement plan legislation might provide new opportunities I’m not sure anyone would disagree that the past 12 months have been stressful and a whirlwind, but they’ve also been eventful. This has been particularly true with all the recent regulatory changes impacting retirement plan accounts. In fact,...

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Year-end financial to do: RMDS are out, but conversions and charitable IRA distributions are in

Year-end financial to do: RMDS are out, but conversions and charitable IRA distributions are in Unlike years past when you may have been dreading that there are a mere seven weeks remaining in the year, you may be happy to see this one end. The year 2020 has been a year like none other. It has been a leap year, an election year, and of course,...

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