One year ago today, I published a longish post on the advantages of direct indexing via tax loss harvesting (TLH). It became one of the most read pieces I wrote last year; RWM advisors found it to be a useful explainer for people...
By Jamie Johnson, WCI Contributor
Total stock market index funds are a great option if you're looking for new investment opportunities, and they're a great way to diversify your investment portfolio and improve your tax efficiency. Plus, you’ll gain access to the entire US...
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The average tax refund this year is more than $3,200. For a small business owner dancing on the entrepreneurial tight rope, juggling a pandemic, broken supply chains, and inflation, reinvesting that money into your business could...
Freedom was put in a vice in 1913, and after 100 years, there’s almost nothing left to…
by Ron Paul of Ron Paul Liberty Report
1913 was a fateful year for freedom in America. Both the Income Tax & Federal Reserve were created. The dreaded...
Samuel Corum/Bloomberg via Getty ImagesRules around small business taxes have changed significantly in the last two years. This year is no exception as many of the various pandemic-era deductions and deferrals come to an end. The good news is that even though these benefits...