Tax season is in full swing. If you do your own taxes, many providers will allow you to directly download tax documents into their software. Please let us know if you need help with that and we can provide step-by-step instructions.
Also, if you use Investor360 and have linked any accounts held by Vanguard, you will need to update your link so that the account information continues to update. Let us know if you have any issues.
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- A tax refund can feel like free money—but what’s the smartest way to use it? Balancing fun with financial responsibility is key, whether that means building savings, paying off debt, or investing for the future.
- In spite of an apparent spike in airplane incidents, the trend in fatal and non-fatal airplane accidents continues to trend downward. Don’t be afraid to take that trip.
- An asteroid is expected to pass near the earth in December 2032. Scientists recently downgraded the probability of a collision to less than 0.3%. Phew!
- You can visit a zero-electricity restaurant in the Jaipur, India JW Marriott. You can do a lot with big candles!
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This Q is a repeat from 2 weeks ago, because this is still a big question for many of our clients:
Should I change my portfolio with everything happening in Washington?
A: Short answer, no.
Barring a change in your personal situation (income, expenses, goals) the policy uncertainty in Washington is primarily short-term noise. We have said many times, policy matters, but our personal views on the party in power should not have undue influence over our investment strategy.
Commonwealth’s Chris Fasciano provides good advice:
There is always a fair amount to worry about, and this time is certainly no different. Currently, concerns about price increases in our daily expenditures or the end of government programs are the issues that matter to Main Street.
We came into 2025 with good momentum in the economy, and the consumer was relatively healthy due to a strong jobs market. This backdrop has led to an optimistic outlook from analysts for earnings growth from U.S. companies. For the time being, markets are focused on the potential risks to that outlook in the short term. It is important to remember amidst the doom-and-gloom headlines that periods like this tend to create opportunities.