This time of year, everyone loves to predict what the new year will hold for the stock market. “Best Stocks For 2021” is a headline that typically makes the rounds, […]
Since we launched Impact Capital in 2018, we’ve evaluated many prospective client portfolios. The most common mistake we’ve observed is working with advisors who recommend actively managed mutual funds they […]
The blog article below was written by Daniel Cohen, CPA, who works as a Director in the Tax Department at E. Cohen and as a Wealth Strategist at Impact Capital. […]
As many of you will immediately recognize, this blog post title was inspired by the Fleetwood Mac song, “Dreams”. Recently, the song returned to prominence when the song was part […]
1. WHICH POLITICAL PARTY IS BEST FOR THE STOCK MARKET? It doesn’t matter. The chart shows the performance of the stock market is completely independent of politics. We recommend your […]
In the previous post of this blog series, we discussed trading tactics around selling strategies. The focus of this blog post will be on how to give away your AAPL […]
Some of you may think it is too early for everything pumpkin-flavored, but I am all about it. Here are some of the pumpkin-flavored items we currently have on hand: […]
After reading Part One in this blog series, you understand the risk of AAPL falling is greater than the tax impact from selling it. You decide to sell some of […]
Volatility returned to the markets last week. More on that later. If you haven’t read Annie Duke’s book1, “Thinking in Bets: Making Smarter Decisions When You Don’t Have All the […]
Suppose you bought Apple (AAPL) stock years ago and now it is worth more than you are comfortable with — perhaps more than 10% of your overall portfolio. The dollars […]
