Jon Garlow, CPWA®

Year End Tax Tips 2022

13 Dec: YEAR-END TAX TIPS

The end of the year is nearly upon us. While we focus our attention on the spirit of the holiday season, it’s also a great time to assess important aspects of your tax situation. Before 2022 closes, consider some of these tax related tips.
MARKET UPDATE INFLATION INTEREST RATES AND INVASION (2)

03 May: MARKET UPDATE: INFLATION, INTEREST RATES, AND INVASION

With the unfolding Russia/Ukraine war, commencement of the U.S. Federal Reserve’s long expected monetary policy change to hike overnight interest rates, widespread concerns over shortage-induced price increases for energy and food, and further COVID-related lockdowns in China, these conditions have produced a high degree of uncertainty to start 2022 and have caused material adverse financial market conditions along with elevated price volatility.