There are two weeks left before we close the books on 2025, and that still may be enough time for some last-minute tax planning. Barring a late collapse, the stock market is poised to have enjoyed its third consecutive year of strong performance. The S&P 500 is up roughly 16% year-to-date at the time of this writing. The index could possibly post back-to-back-to-back 20%+ year returns for a […]

The post Should You Use a Donor Advise Fund (DAF) After 2025 Market Rally appeared first on CEOWORLD magazine.

We are nearing the end of the year, which means you may have a bittersweet feeling when you look at your investment portfolio. Sweet, because it has been yet another strong year in the stock market with the S&P 500 up roughly 16% year-to-date. Bitter, for the same reason, Uncle Sam shares in your success. […]

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There was certainly no shortage of stock market volatility in the first half of 2025. Investors entered the year coming off back-to-back years with over 20% gains in the S&P 500. There was a mix of optimism and anxiety– positive momentum and bullish signals from a deregulating, tax cutting Trump administration combined with nerves around […]

The post A Chaotic, But Good Stock Market Halfway Through 2025 appeared first on CEOWORLD magazine.

Social Security is the foundation of the American retirement plan. It was not always meant to be that way, and it may not always stay that way, but for now, it is. In 2025, an average of 69 million Americans per month will receive a Social Security benefit, totaling roughly $1.6 trillion in benefits paid […]

The post How Social Security Benefits are Taxed and Tips to Plan Ahead appeared first on CEOWORLD magazine.

The U.S. dollar (USD) is the world’s reserve currency, providing continuous stability as a benchmark for all corners of the globe to look to, even in times of instability. But, whenever there is economic turmoil, especially in the states, economists and investors still must ask “what if?”. What if the system as we know it […]

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The stock market is in the middle of one of its worst runs in recent memory. As of this writing, March 11, 2025, the S&P 500 is down 5% year-to-date, falling from record-highs just last month. The logical question for investors would be: is it the middle, the beginning, or the end? Rational investors are […]

The post What Trump’s First Round of Tariffs Can Teach Us About Current Market Volatility appeared first on CEOWORLD magazine.

Tax loss harvesting is a financial planning strategy that some advisors swear by, whereas others refuse to do it. Why is there such a love-hate relationship with this popular approach to investing? In this article, I’ll explain how it works, when it works and when it doesn’t, and its utility in 2024. Tax loss harvesting […]

The post CFP® Explains Tax Loss Harvesting and If You Should Do It in 2024? appeared first on CEOWORLD magazine.

Last week at an economic symposium in Jackson Hole, WY, Federal Reserve Chairman Jerome Powell stated, “The time has come.” He was referring to the long-awaited interest rate cuts. It has been over four and half years since COVID-19’s arrival, inflation has declined drastically, the supply chain has normalized, and the labor market is finally […]

The post What Fed Rate Cuts Mean to Your Money appeared first on CEOWORLD magazine.

Health and wealth go hand in hand. Just as physicians recommend annual physicals for their patients, so do financial advisors suggest annual reviews for their clients. Everyone knows it’s harder to get in shape than it is to stay in shape; the same rules apply to money, going from a frivolous spender to a frugal […]

The post How to Pass Your Financial Physical appeared first on CEOWORLD magazine.

The first quarter of 2024 is in the books, and it was a better start to the year than most investors expected.  Artificial Intelligence (AI) stocks, bank stocks, and dividend stocks pushed equities higher.  The “AI 5” made up of NVIDIA, Microsoft, AMD, Taiwan Semi, and Broadcom together averaged a positive 33.5% return in the […]

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