As February draws to a close, markets continue to navigate a dynamic landscape shaped by shifting economic data, Federal Reserve policy expectations, and global trade developments. While U.S. equities reached new highs earlier in the month, volatility crept back into the market as investors assessed inflation reports, interest rate forecasts, and geopolitical risks.
As the calendar turns to a new year, it’s the perfect time to take stock of your financial health and set clear goals for the year ahead. At Prism Capital Management, we believe that a little planning now can make a big difference in helping you achieve financial stability and success in 2025 and beyond. Whether you’re saving for a major life event, planning for retirement, or just looking to build a stronger financial foundation, here are some simple steps to get you started.
For high-income earners, effective tax planning is essential to maximize savings and retain more of your hard-earned money. With careful strategy, you can reduce your taxable income and take advantage of opportunities to minimize your overall tax liability. Below, we’ve outlined some key tax reduction strategies to help you navigate this process.
As we move through the final quarter of 2024, November has provided a mix of challenges and opportunities in the stock market. This month marked a period of reflection on monetary policies, corporate earnings, and global economic dynamics, all of which set the tone for the critical year-end period in December. Here’s a look back at November and a forward glance at what December may bring for investors.
As the year draws to a close, tax planning becomes essential, especially when it comes to investments. For investors, proactive tax strategies can make a significant difference in overall financial health. Effective year-end tax planning ensures investors retain more of their returns, reduce their taxable income, and strategically position their portfolios for the upcoming year. Here’s why year-end tax planning matters and how investors can benefit from it.