Irma Hampton, Wealth Advisor, CRPC, ADPA

11/18/2022

Here are a few tips on minimizing tax on an investment portfolio:

What are year-end investment decisions? Year-end investment decisions may sometimes result in substantial tax savings. Tax planning may allow you to control the timing and method by which you report your income and claim your deductions...

11/17/2022

11/16/2022

IrmasInsight

11/15/2022

Check out this list of things to consider as you think about year-end charitable donations: https://hubs.la/Q01s6MLK0

11/15/2022

The growth vs. value debate has been pretty one-sided in 2022, with value outperforming growth for a sustained period for the first time in almost 15 years. However, the debate is heating up as investors begin to consider whether the pendulum will swing back to growth if inflation and interest rates decline in 2023. In this week’s Weekly Market Commentary we look at the factors driving value’s 2022 outperformance, the technical trading setup for growth and value, and what to look for in the coming months.

LPL Financial | Weekly Market Commentary

11/12/2022

Year-end investment decisions could potentially result in substantial tax savings. Find out how by reading my latest blog: https://hubs.la/Q01s6PPz0

11/11/2022

Today we honor all the brave veterans who have served in the U.S. armed forces and helped keep our country safe. Thank you for your service!

11/10/2022

For the 2022 tax year, most taxpayers who have earned income can contribute up to $20,500 to a 401(k) and $6,000 to a traditional or Roth IRA.

If you're thinking about making a final contribution for the year, let's connect to discuss which option would be most beneficial to you.

11/07/2022

Read my latest Weekly Market Commentary to learn how midterm elections may move markets: https://hubs.la/Q01rHtNj0

10/31/2022

Happy Halloween!

Time for shivers, scares, and thrills, for pumpkin grins in windowsills, for black cats in the full moon’s glow, and a happy Halloween hello!

10/30/2022

Scenario: You were just offered your dream job. Great salary, medical, dental, vision, unlimited PTO, and Fridays off during the summer. 🌞 The only benefit missing is a 401(k) option.

You might think this is an immediate deal-breaker after hearing for years how important having a 401(k) is through your employer.

Solution 💡: Don't decline that job offer (yet)!

Fortunately, there are other retirement savings options available, some of which provide similar tax benefits as a 401(k). Check out four ways you may save for retirement without a 401(k) plan. https://hubs.la/Q01qqGVj0

10/29/2022

Breast cancer is one of the most common types of cancer in the U.S., but it is also one of the most commonly treated. Stay up to date with current research, facts, and prevention.

Our hearts are with those who have been impacted by breast cancer.