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Accretive Wealth Blog

What’s the Market Going to Do Next?

Wednesday, April 23, 2014

Market UpdateNobody can predict market behavior with any certainty, but we do think highly of the views held by the folks at Advisor Partners (AP), the firm that manages many of our clients’ assets. We had a conversation with Daniel Kern, president and CIO, and Gerard Cronin, portfolio manager, about the economy and their expectations of market behavior in the upcoming months. Continue reading “What’s the Market Going to Do Next?” »

Be Conscious of Taxes When You Invest

Friday, April 4, 2014

CG TaxesIt’s tax time again. While many high earners were aware that rate increases and new taxes went into effect for the 2013 tax year, the full impact won’t hit until they find out what their full tax liabilities are.

Here is a re-cap of the tax-rate changes:

The top federal marginal income tax rate for 2013 is 39.6%, up from 35% for 2012. This rate kicks in for all taxable income above $450,000 for a couple filing jointly, or $400,000 for a single filer (income below those amounts is taxed at lower rates). Continue reading “Be Conscious of Taxes When You Invest” »