“The state tax is a meaningful amount for a lot of people, especially in high tax states”

by Marketing | Mar 17, 2025 | Market Notes, Media Notes

States Don’t Tax Treasuries Directly. But File With Care in These 3

Aptus Musings: Politics Go the Distance in Investor Minds

by David Wagner | Sep 11, 2024 | Blog, Market Updates

First and foremost, I hope everyone takes time to reflect on the events of 23 years ago and pray for those who lost their lives, fought for our country, risked their lives to save others, and for the safety and unity of everyone in our country. These events...

Paying Taxes Isn’t Always Bad

by James Yahoudy | Apr 18, 2023 | Blog, Financial Planning

As we put a wrap on another tax season, can we reflect? Savings and retirement Income planning, which are really at the core of every financial plan, tend to always have taxation as the common consideration.  We naturally want to pay the minimal amount of taxes today....

“The biggest problem is it takes some of the tax control out of shareholders or advisers’ control”

by Marketing | Dec 6, 2022 | Market Notes, Media Notes

Tax considerations drive investors to ETFs in the US     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes only and...

“What do midterms mean for the markets? If Republicans get the House, tax hikes are dead in the water”

by Marketing | Nov 9, 2022 | Market Notes, Media Notes

How the midterms could affect Wall Street     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes only and the opinions,...