Author name: astoriastrategicwealth

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CDs are at 5%+ – Why Risk Investing in the Market?

“Why should I invest in the market when I can get a guaranteed five percent right now?” What a great question. And with CD’s, money market accounts, high-yield savings, and T-bills all at their highest rates in over a decade, this question is being asked much more frequently.

Couple that guaranteed five percent with the growing fear caused by multiple wars, budget deficits, and a long-predicted recession, and it seems like a no-brainer to sit safely on the sidelines earning five percent.
But like many “no-brainers” there is more to it than meets the eye. Let’s dig a little deeper.

CDs are at 5%+ – Why Risk Investing in the Market? Read More »

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Tax Loss and Gain Harvesting – Intentionally Employed Tax and Portfolio Strategies

Markets go up and markets go down over the course of an economic cycle, but the long-term trend is “Up and to the Right”, making all downturns thus far temporary. Why not take advantage of the dips as well as the gains? We believe you can benefit from either condition. Here’s how.

Tax Loss and Gain Harvesting – Intentionally Employed Tax and Portfolio Strategies Read More »