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The Latest with the Stock Market and What That Means for Your Money

The Dow is back at up, but it’s still continuing to fluctuate like it has been for most of the year. An election is still coming, meaning uncertainty. And while a recovering market is good news, there are certain things you need to know as an investor going forward.

The Hidden Benefits of Investing in Opportunity Zones

Investing in Opportunity Zones has many advantages from tax perspective.  I’ve listed three of the most common below: When you roll over capital gains into a Qualified Opportunity Fund within 180 days, you can defer their recognition until December 31, 2026. For most taxpayers, the tax on the gains would be due in April 2027. […]