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How can you profit in today’s interest rate environment? At Alison Wealth Management, we offer our client’s a private client cash management program which helps them put their hard-earned cash to work, while managing their liquidity needs. Our money market fund currently has a yield of 2.26%, which is a nice chunk of interest for your excess cash to earn. If you are willing to commit your savings into an account for at least 1 year, you can seek higher yields through CDs offered through a bank and annuities offered by an insurance company.

A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 points.” These types of headlines may make little sense to some investors, given that a “point” for the Dow and what it means to an individual’s portfolio may be unclear. Headlines vs. reality, check out more at our blog!

Most people wouldn't consider contributing to their employer sponsored retirement accounts as a gamble, but when you consider the tax attributes, a different story unfolds. As with most things in life, there are trade-offs to investing in retirement vehicles such as a 401k, 403b, TSP, or an IRA. The IRS allows a retirement plan participant to claim a deduction on their tax return today, in exchange for full taxation in the future.

AS 2019 APPROACHES, AND WITH US STOCKS OUTPERFORMING NON-US STOCKS IN RECENT YEARS, SOME INVESTORS HAVE AGAIN TURNED THEIR ATTENTION TOWARDS THE ROLE THAT GLOBAL DIVERSIFICATION PLAYS IN THEIR PORTFOLIOS.

This article, published by MarketWatch.com featuring Dave Alison, CFP will talk about the new tax law changes, specifically how the higher standard deduction will impact your tax write-offs for charitable giving?

Check out The Alison Wealth Tax Management Roadmap to learn how we help our clients maximize income and minimize taxes.