Chris’ Corner

The Whims of Wall Street

What to know about shifting market attention, and investor burnout.  It can be exhausting trying to keep up with the whims of Wall Street. Lately, the financial markets have been fixated on federal taxes and what may be proposed on Capitol Hill in the weeks and months...

Tax Efficiency in Retirement

What role should taxes play in your investment decisions?  Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from both after age 72. However, if you have saved and invested much of your life, you may...

Retirement Seen Through Your Eyes

After you leave work, what will your life look like?  How do you picture your future? If you are like many contemplating retirement, your view is likely pragmatic compared to that of your parents. That doesn’t mean you must have a “plain vanilla” tomorrow. Even if...

Retirement Blindspots

Some life and financial factors that can sometimes be overlooked.  We all have our “blue sky” visions of the way retirement should be, yet our futures may unfold in ways we do not predict. So, as you think about your “second act,” you may want to consider some life...

2021 Off to a Fast Start

Market volatility continues into the new year. The first week of 2021 has already had many ups and downs. Just because it’s a new year doesn’t mean that the 2020 issues go away, and so far, 2021 has been no exception to this rule. The markets opened on January 4 and...

Navigating Your Required Minimum Distribution

Understand the IRS’s calculations and tables.   As much as you would like to, you can’t keep your money in your retirement account forever. These investment vehicles include 401(k)s, IRAs, and similar retirement accounts.1  Under the SECURE Act, once you reach...

Distributions from Mutual Funds

Watch Your December Statements. This time of year, you might glance at an account statement and see there has been an adjustment. But there may not be any cause for concern. Many mutual funds in December pay shareholders capital gains distributions that they have...

Everyone Is Talking About Bitcoin

  But when will the cryptocurrency bubble burst?  Investors are excited about bitcoin – perhaps too excited. Their fervor is easy to understand. On December 18, bitcoin closed at $17,566. Back on September 22, bitcoin was valued at only $3,603.1 Yes, you read...

Before You Claim Social Security

  A few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 70, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first....

Congress Passes the Tax Cuts & Jobs Act

What will the near-term impact be?  On December 20, Congress passed the Tax Cuts & Jobs Act, sending the final version of the GOP tax reform bill to President Trump’s desk. The legislation alters the Internal Revenue Code to a degree unseen since the 1980s,...

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Marsico Wealth Management LLC