As 2024 draws to a close, now is the ideal time to explore tax planning strategies that could reduce your tax burden not only for this year but also for 2025 and beyond. While many effective tax-saving approaches remain consistent year after year, there is still a window of opportunity to implement these strategies before December 31st. Click here to read where we have outlined a few planning thoughts.
2024 Year-End Tax Planning: Looking Ahead
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The second quarter delivered a dramatic reversal from the war fears that gripped markets in Q1. The S&P 500 rallied nearly 15% during the quarter, its largest quarterly rally since the 2020 post-pandemic rebound, as the war premium unwound. The June Memorandum of Understanding between the US and Iran partially reopened the Strait of Hormuz,…
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US stocks just completed their worst quarter in four years. Outlooks were rosy to start the year, with growth accelerating, the Federal Reserve poised to reduce rates, and markets shaking off tariff uncertainty. Seemingly out of nowhere came the war with Iran, which caused oil prices to rise 63% and a corresponding drop in most…
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Markets finished the 4th quarter up another 2.5% and the S&P 500 finished the year with a gain of nearly 18%. Although we faced a historic decline following the introduction of tariffs, markets quickly rebounded in April and never looked back. The technology trade and AI buildout continued to dominate returns and stocks feel like…