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The Importance of Year-End Tax Planning for Investments
Categories Taxes Author Dieter Drews, JD

The Importance of Year-End Tax Planning for Investments

The Importance of Year-End Tax Planning for Investments

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.

Categories Invest Author Dieter Drews, JD

Stock Market Update and October Outlook

Stock Market Update and October Outlook

As we transition from September to October, it’s essential to reflect on recent market trends and prepare for what’s to come. September was marked by volatility, economic data releases, and speculation over monetary policy, leading to fluctuations across major indices. For our clients at Prism Capital Management, this recap provides a glimpse into what drove the markets in September and what to anticipate in October.

Categories Retirement Author Dieter Drews, JD

Investment Strategies for Retirement: Balancing Growth and Security

Investment Strategies for Retirement: Balancing Growth and Security

Planning for retirement is a crucial aspect of financial stability, and making informed investment decisions plays a significant role in ensuring a comfortable and secure future. At Prism Capital Management, we understand the importance of balancing growth and security in your retirement portfolio. This article aims to guide you through effective investment strategies that will help you achieve this balance.

Categories Invest Author Dieter Drews, JD

Stock Market Update and July Outlook

Stock Market Update and July Outlook

As June 2024 comes to a close, the stock market has experienced notable fluctuations, driven by a mix of economic data, corporate earnings reports, and geopolitical developments. Let’s delve into the key events that shaped the market in June and what investors might expect as we move into July.

Categories Invest Author Dieter Drews, JD

Stock Market Overview: A Summary of Recent Activity

Stock Market Overview: A Summary of Recent Activity

At Prism Capital Management, we strive to keep you informed about the latest developments in the financial markets. Over the past few weeks, the stock market has experienced a mix of volatility, sector rotations, and pivotal economic data releases. Here is a comprehensive summary of the recent activity in the stock market to help you understand the current landscape.

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