[Bi-Weekly Market Recap] Cup of Joe: Some Relief on the Inflation Front
Take a look at last week’s market recap from Joe Gallemore, CIMA® Partner & Director of Investment Management for Argent Bridge Advisors. Watch the video now!
[Bi-Weekly Market Recap] Cup of Joe: Riding Out the “Vibecession”
Take a look at last week’s market recap from Joe Gallemore, CIMA® Partner & Director of Investment Management for Argent Bridge Advisors. Watch the video now!
Understanding Appreciated Assets
What are appreciated assets? Capital appreciation is a rise in an investment’s market price. This is the difference between the purchase price and the selling price of an investment. For […]
Reducing Tax Burden with Capital Gains Distributions
Can you use distributed gains to reduce your tax burden? Capital gains distribution is defined as a payment by a mutual fund or an exchange-traded fund of a portion of […]
How 2022 Tax Changes Impact You
The IRS recently announced the 2022 tax changes. This annual inflation adjustment means new tax-rate schedules, tax tables, and cost-of-living adjustments for several tax breaks. Here’s a quick overview of the 2022 […]
Espresso Shots – Financial Planning Milestones
It’s important to know the financial planning milestones that happen in your 50’s, 60’s, and 70’s. Do you know them all? There are certain dates and deadlines that could […]
The Ultimate Guide to Divorce Financial Planning
In some cases, no amount of marriage counseling can save a marriage. Divorce is an emotionally and financially exhausting process. It can be a long and messy process to untangle […]
