The Federal Reserve’s road to 2% inflation might be a bit longer and more arduous than originally anticipated.
Taub Investment Planning Services
Financial Services
We educate successful business owners, executives, and entrepreneurs on strategies to maximize wealth accumulation while
About us
We help individuals maximize wealth accumulation, save money on taxes, and protect their wealth from market volatility. We work with clients across the country and pride ourselves on a fully virtual practice. The majority of successful business owners, entrepreneurs and executives have not been adequately explained their status as accredited investors and the commensurate financial structures available to them that can provide more robust returns for less overall volatility. The majority of retirees or near-retirees have their nest egg in a workplace retirement plan, plus equity in their home (and maybe a few other investments here or there), with little guidance on how to maximize their savings or make their money last. For both successful workers and retirees, most have not had the opportunity to work with a financial expert: someone truly engaged in understanding their specific circumstances, and able to offer a range of solutions, explaining the benefits and drawbacks of each recommendation. I genuinely enjoy surprising people when they realize the level of service they can receive. You deserve someone who is punctual and responsive, who is empathetic, and who can act impartially and professionally. I encourage you to experience this for yourself.
- Website
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www.taubinvestments.com
External link for Taub Investment Planning Services
- Industry
- Financial Services
- Company size
- 1 employee
- Type
- Privately Held
- Specialties
- Financial Services, Financial Planning, Wealth Management, Investment Serivces, Insurance, Investments, Financial Advisor, Tax Planning, and Estate Planning
Employees at Taub Investment Planning Services
Updates
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There are a variety of techniques to potentially reduce capital gains and realize tax savings on the sale of highly appreciated assets, such as a concentrated stock position, impending sale of a business or asset, or other windfall. Some advanced strategies can even eliminate capital gains taxes entirely. A brief primer appears below.
Tax Planning for Highly Appreciated Assets
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In a rare interview with 60 Minutes earlier this month, Jerome Powell, Chairman of the Fed, explained the measured, "wait and see" approach on rates. Investors are beginning to war-game how the Federal Reserve can manage a US economy that just won’t land, with some even debating whether interest-rate *hikes* will be needed only weeks after a steady run of reductions appeared all but certain.
All Eyes on Mr. Powell
taubinvestments.com
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For those who have decided to "wait things out," the “peak” time for annuities and private market strategies is likely upon us, but may also soon be receding.
Peak Time for Annuities and Private Credit.
taubinvestments.com
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What do recent spending trends say about the economy? Per usual with 2023 — mixed signals. All year long we’ve seen waves of conflicting reports, from consumers struggling to make ends meet, while others talk up just how much cash they’ve put away, and how spending is strong. Going forward, it’s impossible to say exactly how this will all shake out. With inflation inching closer to being “in check”, spending remaining strong over the holiday, and the Fed likely pausing and possibly done with the rate hikes, a "soft landing" looks somewhat possible at the moment. The right answer, as always, is to have a long-term plan for growth and income that allows (1) certainty of income for lifestyle, free of "sequence of returns" risk, and (2) investable assets that can stay the course for the long run.
Consumer Spending in Flux
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