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Money and Musings

Interest Rates up, Bonds down!

Bond Market Basics: Interest rates up, Bonds Down? Yup.The bond market has recently experienced some turbulence. This sudden increase in interest rates has had a direct impact on the performance of bonds, causing them to take a hit.   Yet, I thought Bonds were safe, What is going on?. The bond market is sensitive to fluctuations in interest rates, and this recent development is a stark reminder of that. Investors who have been holding bonds may now be facing losses...
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Cognitive Decline Concerns

Navigating Issues with Aging: Cognitive Decline, POA, and SCD Aging gracefully is a goal we all share, but it’s not without its challenges - particularly when it comes to cognitive health and issues with aging. As we grow older, we may face cognitive challenges such as mild cognitive impairment, Alzheimer’s disease, and dementia. Hopefully this post will help you navigate these issues by understanding the power of attorney, identifying warning signs, and implementing strategies to m
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EVs Changes are a happening

The Impact of High Gas Prices on Electric Vehicle Batteries As gas prices continue to climb, a silver lining emerges: the impact on electric vehicle (EV) batteries. From consumer attitudes to government incentives, the rising cost of gas is pushing innovation and adoption of electric cars. Buckle up as we take you on a journey exploring the interconnected world of high gas prices and the breakthroughs in electric vehicle batteries. Key Takeaways Increasing gas prices are driving the EV market
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Gifting, Estate planning and Education

Helping others while helping yourself-Gift Tax Exclusion: Tips for Reducing Your Estate Taxes and seeing the benefit of your gifts today. The right knowledge and strategies, you can maximize the gift tax exclusion 2023, reduce your estate taxes, and ensure your legacy is preserved. In this brief article, we'll delve into the gift tax exclusion 2023, explore various strategies to make the most of it, and keep you updated on potential changes in tax laws.
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Artificial Itelligence is everywhere

Check out this article on how it may impact investingAI Powered Advisor?
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Risks and Goals 2023

Understanding Risk-Adjusted Returns for Investing in 2023 Picture this: you’re an investor, navigating the vast landscape of the financial market, which direction to take, how to invest and in what- with the goal of achieving YOUR financial goals- all with the aim to maximize your returns while minimizing risk. But how can you make informed decisions that balance these two aspects? Think risk-adjusted returns, a trusted compass in the world of investing combined with your Goals. This comp
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A good CPA

The Importance of a Good CPA for Your Business Success in 2023 Did you know that a good Certified Public Accountant (CPA) could be the key to your business's success? CPAs are not just numbers crunchers; they provide essential services that can significantly impact your business's financial health, from tax management to strategic planning. In this blog post, we will unveil the importance of a good CPA for your business success in 2023 and learn how a CPA can help your business thrive
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Washington State New Capital Gains Tax

Exploring the Washington State Capital Gains Tax | A Guide to Maximizing Investment Returns Navigating the complex world of taxes can be a daunting task for any investor. Understanding the ins and outs of the Washington State Capital Gains Tax is crucial for maximizing your investment returns. In this blog post, we'll guide you through the essentials of this tax, its impact on investors, legal challenges, and provide helpful tips to make the most of your investments. So let's dive in an
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Check the background of this financial professional on FINRA's BrokerCheck