Entries by Blake Street

9 Year End Tax Tips for Investors

December 21, 2016 in , /by

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

November 9, 2016 in /by

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

August 24, 2016 in , , /by

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…

June 23, 2016 in , /by

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

February 25, 2015 in /by

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

February 25, 2015 in /by

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 […]