Impact Capital’s quarterly research report seeks to highlight the latest developments most relevant to your investments and financial planning. In this installment of Three Market Themes, we focus on the [...]
When it comes to your portfolio, we are focused on the long-term. We hold each security in the portfolio with the intent of holding it at least one year for [...]
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 [...]
