Hello and Welcome to our June 2018 Financial Planning and Capital Market Update!
If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast format.
BREAK IN : Summer Project Update – Finding Your Lost Money
Wow, we have had fun with this — our biggest find so far is a little over $5k AND COUNTING – keep your eyes on your email for a summer present if we are fortunate enough to find lost funds in your name – also send us your relatives who may have fallen out of connection with … well their hard earned money!
Financial Planning Tip (s) –
To Itemize we must CLUMP
In our clumping post here, we discuss the need to clump – look no farther than the following hand written graph for the reasons- Standard deductions and limited itemizations make it hard to do every year!
Handy Travel App
This is one of the few apps that has paid for itself many times over in less than a year. Not to mention the convenience or quick, email forwarding logging of the trip. That is just the tip of the iceberg as mentioned in our article here.
Updated Tax Rates Compared to 2017 – Personal
Expect much more on this throughout the coming months as we dig DEEP into the actual rates and the planning techniques necessary to optimize our tax liability …. One Important five letter word…. CLUMP – more later on this in our Newsletter
Capital Market Comments
Stunning 50% Drop in Public Companies
Over the past several decades, there has been a greater than 50% – yes, 50% drop in publicly traded companies in the USA – same demand, less supply may make for higher prices moving forward- or at least the sustainability of higher than historical prices- read more here and our Newsletter!
Have a Great Day – Talk to you at the end of July!
John A. Kvale CFA, CFP