Closed-End Fund Association’s Post

📈 With the national debt rising, tax rate changes are more likely than ever. Explore how this could affect your investment strategy and discover alternative approaches to safeguard your wealth. Read our full article on this here - https://lnkd.in/gSsHShU4 #SmartInvesting #TaxPlanning #FutureFinance"

Beyond Borrowing Costs: How the Fed's Rate Decisions Impact Your Wallet Many of us know the Fed sets the Federal Funds rate, impacting loan interest rates. But its influence goes deeper! BOK Financial's Chief Investment Strategist, Steve M. Wyett, CFA, dives into the broader economic effects (and how it affects your wallet) in this insightful piece: #InterestRates #FinancialOutlook #TheMoreYouKnow #Economy

Considering your options for wealth planning in a volatile market? This could be an ideal time to lock in gains and realize potential tax savings using short-term debt. Reach out to me to learn more. https://bit.ly/3UOsZIJ

US debt has been on a steady incline since the early 2000s due to the US running a consistent deficit for 22 years. This trend, fuelled by excess spending during the pandemic, tax cuts and expansive programmes but where will it end? https://bit.ly/2mm6MVJ #interestrates #savings #economy #money #finance #startinvesting 

US debt has been on a steady incline since the early 2000s due to the US running a consistent deficit for 22 years. This trend, fuelled by excess spending during the pandemic, tax cuts and expansive programmes but where will it end? https://bit.ly/2mm6MVJ #interestrates #savings #economy #money #finance #startinvesting 

Expert insights: Old Mutual forecasts positive outlook for bonds and equities post-Budget. The 2024 Budget surpassed expectations, featuring several notable positive surprises. These include lower budget deficits, continued primary surpluses, and a lower peak in the debt ratio. Fiscal consolidation as a policy is thus as strong as ever. Read full article: https://buff.ly/3I9oFOg #bracketcreep #Budget2024 #bonds #corporateincometax #creditratings #EnochGondongwana #equities #GoldandForeignExchangeContingencyReserveAccount #governmentspending #NationalTreasury #OldMutual #personalincometax #SouthAfricanReserveBank #stateownedenterprises #moonstoneinfo #moonstoneupdate #industrynews

Are debt funds the missing piece for stability, liquidity, and tax efficiency in your investment strategy? 🧩💰 Note: From 01/04/2023, all the gains of debt funds will be treated as short term and taxed at slab rates without any indexation benefit [Post Read Time = 70 seconds] #investing #finance #mutualfunds

Expert insights: Old Mutual forecasts positive outlook for bonds and equities post-Budget. The 2024 Budget surpassed expectations, featuring several notable positive surprises. These include lower budget deficits, continued primary surpluses, and a lower peak in the debt ratio. Fiscal consolidation as a policy is thus as strong as ever. Read full article: https://buff.ly/3SODAlV #bracketcreep #Budget2024 #bonds #corporateincometax #creditratings #EnochGondongwana #equities #GoldandForeignExchangeContingencyReserveAccount #governmentspending #NationalTreasury #OldMutual #personalincometax #SouthAfricanReserveBank #stateownedenterprises #moonstoneinfo #moonstoneupdate #industrynews

Here, on @LastCallCNBC, w/ our friend @SullyCNBC, GLJ Research addresses the @federalreserve, J. Powell's position as "gaslighter-in-chief" (given he talks about the US govt's debt being "unsustainable", yet continues to fund it all via money printing) & why inflation is going HIGHER. https://lnkd.in/eEQNpdpi

Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Matt Morzy and Kent Halleen answer your questions on: Investing HSAs | Where Should My Money Go? | Rate Cuts | Moving Money As Rates Drop https://bit.ly/3Uj7eSL