Bay Point Wealth

Congress passed some significant tax legislation as it recessed for the holidays. One of the new meaningful laws passed on December 19 is the Setting Every Community Up for Retirement Enhancement Act of 2019, otherwise known as the SECURE Act.

We are always thinking taxes Most people only review their tax situation at the end of the year and only consider the current year’s tax planning. Yet decisions you make throughout the year will impact your taxes, and to get the most benefit from tax planning, you need to consider ...

 

Jim was excited to golf alongside Andy Schindling in the 2nd Annual TCP Golf Tournament. Andy is the Founder & Executive Director of The Complete Player Charity, which aims to ...

Bond yield curves change as markets digest new information. Does an inverted yield curve tell investors anything meaningful about the timing and direction of equity market moves? What is a yield curve, and why are stock investors ...

 

 

 

After experiencing significant losses in the 4th Quarter of 2018, investors that maintained discipline and patience benefited from a significant recovery during the first quarter of 2019. Equity markets delivered positive returns; the S&P 500, ...

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the years, these approaches have sought to capitalize on ...