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| Stock Market Impact of Investor Tax Changes |
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It is very difficult to determine how much of a market impact may be generated by the tax rate changes in the dividend and capital gains tax rates. It is hard to separate the impact of tax code changes from the economic backdrop for the stock market.
For example, the capital gains tax rate went from 20% to 28% in 1987, when the 1986 tax reform act was passed. This did not stop the beginning of a rally in stocks that lasted for most of 1987, until the unrelated October 1987 crash.
The market impact of the investor tax cuts in 2003 that lowered dividend and capital gains tax rates to 15% was difficult to discern, given the geopolitical and economic... MORE |
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Take control of your financial situation today. CLICK HERE to download your free copy of our financial guide 10 Things to Do with Your Money Now. |
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CLICK HERE for your FREE Financial Review. We place a high priority on mutual trust in our client relationships, we offer this free analysis to help us both decide if we are a good fit. |
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Financial Planning:
Distribution Planning
As you approach retirement, when and from where you take money becomes an important consideration when working out your retirement income. While working, you probably... MORE |
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Tax Planning:
Roth IRAs: Not Just for Retirement!
Roth IRAs are a wonderful tool to use to provide tax-free distributions for your retirement if you have had a Roth IRA for at least 5 years and you are age 59-1/2 or older... MORE |
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Insurance Insights:
Who Will Inherit…?
Have you checked the beneficiary designations associated with your private and group life insurance plans lately? If the answer is no, the slow summer months present a great time to... MORE |
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Investment Management Updates:
Plan for the Worst, Hope for the Best
As the past decade has shown, the capital markets are volatile. However, it is not that volatility, per se, that complicates financial planning. The real culprit is that the direction and... MORE
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Thoughts from Bruce Helmer:
Benefactor – Life versus Legacy
Each of us leaves a legacy to our children. Producing your own personal legacy is an art form, like writing a symphony. And like the composition of a symphony, your wealth... MORE |
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Sudoku Puzzle:
When you play sudoku you qualify to win a FREE $25 Gift Card for any participating Target. This month's puzzle... MORE |
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Upcoming Events:
As most of you know, one of our main goals is to educate our clients and our community. We look forward to seeing you at an upcoming seminar... MORE |
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Minnesota: Blaine, Brainerd, Burnsville, Chaska, Edina, Mankato,
Oakdale, Plymouth, Rochester, St. Cloud, and Vadnais Heights
Iowa: West Des Moines |
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