Insights from Encore
Here is a collection of finance-related news and information we consider worth knowing.
The content included here is meant for general use only; it is not to be considered advice.
Monthly Economic Update March 2019
THE MONTH IN BRIEF You could say that Wall Street breathed a collective sigh of relief in February. Investors were encouraged by new developments in U.S.-China trade negotiations and by the minutes from the Federal Reserve’s most recent policy meeting. On Main Street,...
Making Charitable Donations of Stock
If you’re charitably inclined and hold meaningful amounts of appreciated stock, such as shares acquired from a stock option exercise, restricted stock/RSU vesting, or ESPP purchase, donating stock instead of cash can be a smart tax-planning move. Given the changes in...
The Qualified Charitable Distribution – Tax Magic for Seniors
Many seniors find that their newly severely restricted itemized deductions fall short of their personal deductions ($24,000 married filing jointly). So their charitable contributions may be worth zero on their tax returns. That’s a little bit of a bummer even though...
Monthly Economic Update February 2019
Sign up below to get updates sent to your inbox! THE MONTH IN BRIEF During a month marked by political impasses in the United States and United Kingdom, equities performed well around most of the world. On Wall Street, the S&P 500 advanced 7.87% in January, with a...
Key Financial Data 2019
Nearly all the key items that affect one's personal finances are contained in this easy to follow format. Talk to your financial advisor for more information. DISCLOSURE Registered Representatives offer Securities through The O.N. Equity Sales Company, Member...
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At Encore Financial Group, we are dedicated to helping members of our community achieve and maintain financial independence. We do this via a holistic approach to reducing risk, offering protection services and potential growth opportunities for our clients who love their family and are serious about their money.
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