TLWM Market Updates
Ways to Minimize Tax on an Investment PortfolioSubmitted by TLWM Financial on December 15th, 2022
Improving 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 MonthsSubmitted by TLWM Financial on December 15th, 2022
Change 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 UpdateSubmitted by TLWM Financial on December 1st, 2022
We 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
Your New Year’s (Financial) ResolutionsSubmitted by TLWM Financial on December 1st, 2022
4 Charitable Giving Strategies to ConsiderSubmitted by TLWM Financial on November 14th, 2022
Stock Market Stocking Stuffers: How To Give Stock as a GiftSubmitted by TLWM Financial on November 14th, 2022
If you struggle to find a gift for the person who has everything—or want to do your holiday shopping without having to leave the house—consider giving stock as a gift. Doing so is easier than you think, and it may offer a few benefits for you as well. Here is some information on giving stock as gifts and the benefits of doing so.
Give the Gift of a LifetimeSubmitted by TLWM Financial on November 14th, 2022
The 12 Days of Year-End PlanningSubmitted by TLWM Financial on November 14th, 2022
5 Tips for Shopping on Small Business SaturdaySubmitted by TLWM Financial on November 14th, 2022
There’s no question that November and December are the biggest times of year for shopping. But this year, it’s more important than ever to shop small and benefit your community.
Supporting local businesses means you’re supporting your friends and neighbors. And you’re likely to find unique items in mom-and-pop shops that you can’t find anywhere else.