Entries by Blake Street
9 Year End Tax Tips for Investors
Blake Street Chartered Financial Analyst Certified Financial Planner® Founding Partner & CIO Warren Street Wealth Advisors I know, I know, you’d rather be thinking about the holidays than taxes. Consider us The Grinch for even bringing this up, however, the timing is important. As the years draws to a close it is important that […]
This Too Shall Pass
This too shall pass… It’s 10:38 p.m. on November 8th, 2016 and it appears global stock markets don’t like our pick for the 45th President of the United States of America. Last I checked, the S&P 500 futures were trading lower by about 4%. My phone has been lighting up since about 6:00 p.m., but […]
Marketing the Safety Out of It
A growing theme in investing is to target and invest only in the least volatile stocks in the market. One simple example of this is take the S&P500, which is a representation of the 500 largest publicly traded stocks in the United States, and only invest in the 10% of companies with the lowest standard […]
Brexit, Bremain, Blah, Blah, Blah…
Last week we watched our version of “The City” lose in Game 7 of the NBA Finals, after blowing a 3-1 lead in the series. This week we watch as London, aka, “The City” and the U.K. at large enter their own final referendum homestand on whether to leave or remain in the European Union. […]
Common Deductions Taxpayers Overlook
Make sure you give them a look as you prepare your 1040. Provided by: Warren Street Wealth Advisors Every year, taxpayers leave money on the table. They don’t mean to, but as a result of oversight, they miss some great chances for federal income tax deductions. While the IRS has occasionally fixed taxpayer […]
2015 IRA Deadlines Are Approaching
Here is what you need to know. Provided by: Warren Street Wealth Advisors Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. *April 1 is the absolute deadline to take your first Required Mandatory Distribution (RMD) from your traditional IRA(s). *April 15 is […]
Your Year-End Financial Checklist
Seven aspects of your financial life to review as the year draws to a close. Provided by: Warren Street Wealth Advisors The end of a year makes us think about last-minute things we need to address and good habits we want to start keeping. To that end, here are seven aspects of your […]