by Giancarlo DAlimonte | Mar 5, 2017 | Uncategorized
Understanding the Alternative Minimum Tax When some taxpayers hear “Alternative Minimum Tax” (AMT), they are filled with dread at the complexity of the rule. Some balk at the perceived unfairness of it, and still others won’t ever learn about the AMT until the IRS...
by Giancarlo DAlimonte | Feb 7, 2017 | Investments
Breakthrough or bust: Examining “Dow 20k” On March 29, 1999, the Dow Jones Industrial Average (the Dow) finished the trading day above 10,000 points for the first time since the index was first published in 1896. It wouldn’t be until late 2010 until the Dow would...
by Giancarlo DAlimonte | Feb 5, 2017 | taxes
12 Common Tax Errors to Avoid Filing taxes can be a tedious process. If you plan to do it yourself, either online or with an old-fashioned pen and paper, it can be all too easy to make mistakes. If you aren’t familiar enough with the tax code to take advantages of...
by Giancarlo DAlimonte | Feb 4, 2017 | Investments
Investing for Small Business Owners As a small business owner, you have to consider many aspects of investment that an individual investor may be able to overlook. With your business assets and legacy at stake, it’s important to understand investing strategy in order...
by Giancarlo DAlimonte | Jan 5, 2017 | Investments
Concerning Income Mobility According to a recent study led by Stanford economist Raj Chetty, when adjusted for inflation, approximately half of Americans born in 1984 earned more at age 30 than their parents did at the same age. This represents a stark decline from...
by Giancarlo DAlimonte | Jan 4, 2017 | Retirement
A Closer Look at Social Security In 1935, Social Security (the Old-Age, Survivors and Disability Insurance program) was introduced through the Social Security Act. Since then, retirees have used this as a reliable source of income to supplement retirement savings. The...
by Giancarlo DAlimonte | Jan 3, 2017 | Financial Planning
4 Steps to Attainable Financial Goals Setting financial goals is essential to creating a financial plan—learn how to create goals and measure your progress toward them. Imagine you’re planning a family vacation, and your spouse wants to drive, while you want to book a...
by Giancarlo DAlimonte | Dec 7, 2016 | Uncategorized
Inflation, et al. To some extent, most of us are familiar with the concept of price inflation. We see its impact over the years as the prices of our purchases slowly increase. However, “inflation” is just one member of a whole family of terms. Here are some of the...
by Giancarlo DAlimonte | Dec 4, 2016 | Uncategorized
Attached 2017 Tax Tables Include the following information: tax brackets for individuals, singles and head of household capital gains rates standard deduction and itemized deductions phase-out AMT exemption amounts and 28% tax rates levels they apply retirement...
by Giancarlo DAlimonte | Dec 3, 2016 | Investments
Investing in Art Stocks, bonds, cash and other accounts are common places for individuals to allocate their investments. However, art can also be a viable investment option. In 2013 alone, people from all over the world spent about $63 billion on art. Of those who...
