TAX TIPS FOR 2018
In today's digital world, massive computer hacks and data breaches are common occurrences. And chances are, your personal or financial information is now susceptible to being used for credit fraud or identity theft. If you discover that you are the victim of either of these crimes, you should consider placing a credit freeze or fraud alert on your credit report to protect yourself. Click below for more information.
The Barnum Report
The Markets (as of market close October 31, 2018)
October truly was a scary month as stocks closed the month well below their end-of-September values. The tech-heavy Nasdaq lost over 9.0% by the end of October, while the small caps of the Russell 2000 fared even worse, losing almost 11.0%. The S&P 500 fell close to 7.0% — its largest monthly decline in over seven years. The Dow dropped 5.0%, and the Global Dow sank over 7.0%. A slide in internet stocks, coupled with investor concerns that global economic growth is slowing, helped amp up volatility during October. Yields on long-term bonds rose as prices fell, with the yield on 10-year Treasuries climbing about 8 basis points on the last day of the month.
Welcome to The Barnum Report, Barnum Financial Group’s monthly newsletter. Each month we will be covering relevant financial industry topics as well as a monthly market update.
Trying to figure out what you might owe Uncle Sam at tax time is nobody's idea of a good time, but you have a wide range of tactics at your disposal to make sure your tax bill is no more than it has to be. You might be surprised by all your options. Click Learn More for 10 things to consider as you weigh potential tax moves between now and the end of the year.
Fall is open enrollment season for many employees. Reviewing your employer’s benefit package choices as well as other work-related financial offerings in the context of your overall financial strategy may help you uncover a number of ways you can potentially increase your benefits, lower your costs and/or reduce your income taxes. This video helps explain the different between group and individual life insurance coverage.
Protect personal and financial information from credit fraud and identity theft?