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 ...

 

 

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, ...

 

As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios. For the five-year period ending October 31, 2018, the ...

We had the honor of being a part of a Wealth Workshop last week where we spoke with other volunteers who shared their expertise. We touched on building and preserving wealth as well as

"The stock market plunged and I’m scared. What should I do?”