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The Advantage of a Net Unrealized Appreciation (NUA) Strategy?

Let's look at what NUA is, how NUA rules work, and some of the potential benefits of an NUA tax strategy. Many companies offer employer-issued stock as a benefit, in…

Deena WatsonJanuary 5, 2024

USA flag and American dollars. American flag blowing in the wind and 100 dollars banknotes in the background | Outlook Wealth Advisors

Income Investments Risk Taxes Wealth

What the Inflation Act Means For You?

What the Inflation Act Means For You? The Inflation Reduction Act was signed into law on Tuesday, August 16, 2022. While the $430 billion package includes many provisions, this article…

Deena WatsonAugust 30, 2022

active investing, passive investing, stock market, man in blue shirt, finances

Investments Risk Wealth

Active vs. Passive Investing: Understand the Difference

For investors, whether working with an advisor or taking a DIY approach, it’s important to understand the fundamental differences between two common practices - active and passive investing. What Is…

Deena WatsonApril 6, 2023

Investments Taxes Wealth

Preparing for the Tax Cuts and Jobs Act Sunset at the End of 2025

Prepare for possible tax cuts and the Jobs Act Sunset While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that…

Deena WatsonNovember 30, 2023

Wealth

Risk Management: Market, Interest Rate and Currency Risk

History has shown that successful investing requires discipline, patience, and an ability to manage risk. When volatility enters, emotions and investment risks run high. It can be easy to lose…

Deena WatsonJuly 27, 2023

risk, systemic risk, dollar sign, dominoes

Investments Risk Wealth

What Is Systemic Risk?

We all remember the 2008 financial crisis and recession, as millions of people lost their jobs, homes, and ways of life. While a lot of factors contributed to this economic…

Deena WatsonApril 6, 2023

asset allocation, stock, bond, etf, mutual fund, retirement planning, wealth management, risk

Income Investments Risk Taxes Wealth

Risk Management: Asset Allocation

RISK MANAGEMENT: ASSET ALLOCATION Whether your retirement is years away or right around the corner, your investment portfolio should be designed with your financial goals in mind. It needs to…

Deena WatsonMay 9, 2022

Investments Wealth

Understanding the Stock Market’s “September Effect”

If you ask the average investor which month is the most volatile for the stock market, they will probably say October. It’s a reasonable answer, but it’s incorrect. Despite October’s…

Deena WatsonAugust 30, 2023

Investments Risk Wealth

The Pros and Cons of Early Retirement Plan Rollovers

Dreaming of retiring early? Did you know that you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while…

Deena WatsonJanuary 27, 2023

inherited IRA, IRA, inheritance, beneficiary, taxes

Estate Planning Income Investments Taxes Wealth

You’ve Inherited an IRA. Now What?

You've Inherited an IRA, Now What? If you’ve been named a beneficiary or inherited an IRA, you’re likely facing some tough questions ⁠— what are the next steps and what…

Deena WatsonJanuary 27, 2022

The Advantage of a Net Unrealized Appreciation (NUA) Strategy?

What the Inflation Act Means For You?

Active vs. Passive Investing: Understand the Difference

Preparing for the Tax Cuts and Jobs Act Sunset at the End of 2025

Risk Management: Market, Interest Rate and Currency Risk

What Is Systemic Risk?

Risk Management: Asset Allocation

Understanding the Stock Market’s “September Effect”

The Pros and Cons of Early Retirement Plan Rollovers

You’ve Inherited an IRA. Now What?

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