Core Wealth Management Quarterly Market Update – 3Q 2022
As the market accepted the reality of higher interest rates, a likely recession, and heightened uncertainty, both equity and bond markets continued their decline. Below…
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Market Landscape – Q2 2022
With inflation and recession fears dominating headlines, both stocks and bonds continued their fall in the second quarter of 2022. At times, it useful to…
US Stocks Continued to Dominate in 2021, but What Does That Mean for the Future?
As the global pandemic extended into 2021, the markets continued the remarkable run that began the third week of March 2020. Since that time, US…
Florida Homestead Exemption
Florida residents can file for a homestead exemption on their primary residence as a means to reduce property taxes. What is the Florida Homestead Exemption?…
2020: An Unforgettable Year
A global pandemic, a severe and abrupt recession, and civil unrest made 2020 a truly tumultuous and unprecedented year. But perhaps the real story of…
Rules for Inherited Roth IRAs
A Roth IRA is perhaps the most tax-friendly asset that an heir can inherit. However, the rules regarding distributions can be somewhat complicated. The Q&A…
Calculating the Payback Period on a Mortgage Refinance
As explained in our article on “How to Evaluate a Mortgage Refinance”, the decision to refinance comes down to evaluating the benefit of the interest…
How to Evaluate a Mortgage Refinance
With interest rates at historic lows, many homeowners are considering refinancing their current mortgage. But making the decision to refinance or not can be tricky…