-
The Lifetime Gift Tax Exemption and Annual Gift Tax Exclusion
There are tax-free limits on what you can gift in a year and during your lifetime. While it may feel better to give than to receive, the former may carry federal tax consequences, which dampens the cheer associated with bestowing a financial gift to a loved one or friend.
-
Budget Planning for the New Year
As we begin 2021, there’s no better time to get your finances in order, starting by creating a budget.
-
Stocks Open Higher | Daily Market Update
Daily Insights Stocks open higher following the long weekend US stocks rise as investors await US Treasury Secretary Janet Yellen’s stimulus pitch to Congress. Bond yields are higher. European markets are mixed in early trading. Asian stocks were mostly higher, with China the lone decliner.
-
Outlook 2021: Powering Forward
We believe we are now in the early stages of a new economic cycle. We anticipate many more years of growth. WHERE WE ARE More than most years, it’s hard to look ahead to the next year, to 2021, without looking back at 2020. A global pandemic, a massive economic collapse, a bear market, a…
-
Treasury Yields Rising | Daily Market Update
In this week’s Market Signals podcast and video, LPL Research talks about 2021 policy updates and the possibilities of higher taxes and more regulation, more stimulus, higher Treasury yields, and better stock performance in 2021.
-
Markets Are Watching Georgia I Daily Market Update
The S&P 500 Index opened slightly lower this morning after coming under pressure Monday and suffering its worst decline to start a year since 2016.