DWD Portfolio Solutions Inc

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

The beans brewed for your morning coffee may have changed hands many times #MorningCoffee

Recent data shows bearish sentiment at its lowest this year. While this doesn't change long-term strategies, it might signal some short-term turbulence—especially as we approach the election. Remember: Market volatility is normal. Stay focused, stay informed, and keep your long-term goals in sight! #InvestingInsights #MarketSentiment #FinancialLiteracy

Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity

Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance

Mortgage rates have dipped to their lowest point since February 2023, with the average 30-year fixed rate now at 6.29%. That's down from 6.43% just last week, marking six consecutive weeks of declines. 🏠 What's behind this trend? It mixes cooling inflation, a slowing job market, and an anticipated Fed rate cut. But here's the twist: despite these lower rates, mortgage demand only increased by 1.4% last week. Why the muted response? Many homeowners already have low rates, affordability remains challenging, and housing inventory is still limited. It's a complex landscape for both buyers and refinancers. Are you navigating the current housing market? How are these changes affecting your homeownership journey? #MortgageRates #HousingMarket #FinancialWellness Source: https://lnkd.in/eTfEuNtG

Q3 saw a Fed-fueled rally, but what's next? Our Quarterly Market Insights for October explores the latest economic indicators and what investors may be talking about in Q4. #InterestRates #StockMarket #FederalReserve https://lnkd.in/e52YZsRs

Without your knowing, your investment portfolio could be off-kilter. What to look for in this message.

This October, we honor the incredible achievements of women-owned small businesses during National Women's Small Business Month. The journey hasn't been easy, but these trailblazers have defied the odds: ✨According to the Small Business Association (SBA), there are over 13 million women-owned businesses in America today! 💪 ✨ They generate $1.9 trillion in revenue ✨ Thanks to the Women's Business Ownership Act of 1988, female entrepreneurs continue to have greater access to capital and resources to make their dreams a reality. 🚀 We salute every woman who has taken the courageous leap into entrepreneurship. Your perseverance inspires us! We're proud to walk alongside you. Don't hesitate to tap into the fantastic resources offered by the SBA like free training webinars and contracting programs. 🙌 Here's to shattering glass ceilings and showing the world what women can achieve. Share your favorite women-owned business below! 💫