The Crucial Role of Tax Planning with Your Financial Advisor

The Crucial Role of Tax Planning with Your Financial Advisor

In the realm of wealth management, the significance of tax planning cannot be overstated. For individuals and businesses alike, navigating the complexities of taxation can significantly impact financial outcomes. This is where the expertise of a skilled financial advisor becomes invaluable, particularly when partnered with a forward-thinking firm like Prism Capital Management.

Why Stocks Broke The All-Time Record High

Why Stocks Broke The All-Time Record High

Throughout most of 2023, the economy and stock market kept surprising economists and investors, repeatedly outperforming expectations, and 2024 is starting out by showing much the same pattern.

In early January, the 60 economists surveyed quarterly by The Wall Street Journal predicted a slowdown ahead, expecting the fourth quarter 2023 U.S. economic growth rate will come in at 1.65%, slow to 0.94% in the first quarter of 2024, and eke out a 0.55% growth rate in the second quarter before rebounding in the second half of this year.

Prism Tax and Accounting Services Opens Office in Anacortes

Prism Tax and Accounting Services Opens Office in Anacortes

John Baker CPA Retires and Transitions Tax Services to Prism Tax and Accounting Services

Announced today, former tax-practice owner John Baker CPA is passing the baton of 35+ years of tax services in Anacortes, WA to Dieter Drews JD, founder and CEO of Prism Tax and Accounting Services LLC. The company serves clients in counties throughout western Washington. PrismTaxServices.com

Earnings Estimates Imply A Bullish Path For Stocks

Earnings Estimates Imply A Bullish Path For Stocks

Just in time for the New Year, here are key financial facts you want to take in:  If nothing unexpected happens, current earnings estimates through 2025 imply a bullish path for stocks.

Here’s what moved the stock market higher for the past seven weeks and why the outlook for investors is bright.

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