Market Updates
TLWM Market Updates
Nothing Says Love on Valentine's Day Like a Spousal IRA
Submitted by TLWM Financial on January 18th, 2023Looking for ways to save "I love you" on Valentine's Day? Then you may want to consider opening a spousal individual retirement account (IRA). This gift says, "Let's grow old together comfortably," and shows your partner that you care about their financial wellness. Beyond that, a spousal IRA offers the following advantages.
Kick off the Big Game With These 7 Super Investing Lessons From the Super Bowl
Submitted by TLWM Financial on January 18th, 2023Don't Miss Out on These 5 Commonly Overlooked Tax Deductions
Submitted by TLWM Financial on January 18th, 2023When you own a business, you get to deduct business expenses from your business income. This general rule applies, subject to certain limitations, whether you are a sole proprietor with employees or a self-employed freelancer working in the gig economy. The Internal Revenue Service (IRS) allows you to claim tax deductions for expenses that are necessary and ordinary for your business.
TLWM Financial Outlook 2023
Submitted by TLWM Financial on December 22nd, 2022As 2022 comes to a close we look back on an eventful and challenging year for investors as the economy and stock market faced a number of headwinds which led to a bear market for stocks, and negative returns for fixed income. Those headwinds were led by stubbornly high inflation, a big jump in interest rates, and concerns that we are heading toward a recession. In this outlook we will
Beware Scams at Tax Time
Submitted by TLWM Financial on December 15th, 2022Organizing Your Finances After Your Spouse Has Died
Submitted by TLWM Financial on December 15th, 2022Ways to Minimize Tax on an Investment Portfolio
Submitted by TLWM Financial on December 15th, 2022Improving return by minimizing taxes
Although we are all obligated to pay our fair share of taxes, few of us would be pleased to pay taxes unnecessarily. Because taxes lower the actual return on your investments, you should be interested in legitimate ways to minimize taxes on your investment portfolio.
Your Financial Fresh Start: 12 Resolutions in 12 Months
Submitted by TLWM Financial on December 15th, 2022Change may be difficult, especially when you try to change your financial habits. The process might be easier if you take an incremental approach. Do you want to get on top of your finances this year? Are you looking for ways to improve your fiscal health? Here are 12 financial resolutions to consider.
Monthly Market Update
Submitted by TLWM Financial on December 1st, 2022We hope you had a wonderful Thanksgiving and had the opportunity to spend time with family and friends. One thing for all of us to be thankful for is the recent rally in stocks. The S&P 500 was up about 5.4% for November, and is now up about 13.8% for the quarter. While this improvement is encouraging, we still have a long way to go as the index is still down approximately