Greenwich Bay Wealth Management

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United States
East Greenwich, RI
Greenwich Bay Wealth Management

We provide investment management and financial planning services to families, individuals and businesses of all sizes.

04/03/2024

April 1, 2024

Weekly Market Insights: Stocks Narrowly Higher Presented by Greenwich Bay Wealth Management Stocks were narrowly higher for the week as investors digested mixed economic news about consumer confidence. All three of the major averages posted gains for Q1 2024. Stocks Finish Strong Markets slipped for...

04/01/2024

Estimating the Cost of College

It doesn’t take a degree in finance to see that the cost of college continues to rise. In its 2023 report, the College Board showed that in-state tuition and fees at private non-profit four-year institutions increased by 5% in inflation-adjusted dollars between the 2013-14 and 2023-24 school years...

03/27/2024

March 25, 2024

Weekly Market Insights: Fed Talk Boosts Stocks Presented by Greenwich Bay Wealth Management Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year. Stocks Bounce Back As widely expected, t...

03/25/2024

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

03/20/2024

March 18, 2024

Weekly Market Insights: Second Week Of Stock Retreat Presented by Greenwich Bay Wealth Management Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. Stocks Slide Tuesday was the only bright spot during the...

03/18/2024

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

03/13/2024

March 11, 2024

Weekly Market Insights: Markets Take A Breather After Mixed Week Presented by Greenwich Bay Wealth Management Stocks were down for the week as investors appeared to take some profits and traders parsed Fed Chair Jerome Powell’s Congressional testimony. Markets Wobble Stocks had a rough start to th...

03/11/2024

A Taxing Story: Capital Gains and Losses

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also to capital gains. Capital gains result when an individual sells an investment for an amount greater than their purchase price. Capital gains are categorized as short-term gains (a gain...

03/06/2024

March 4, 2024

Weekly Market Insights: Tech And AI Lead Another Advancing Week Presented by Greenwich Bay Wealth Management Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum. Nasdaq Sets New High Stocks traded in a narrow band early in the wee...

03/04/2024

Are You Prepared for an Estate Tax Sunset?

The federal estate tax threshold rose to $25.84 million in 2023 for married couples and $12.92 million for individuals, as part of the Tax Cuts and Jobs Act (TCJA). Like several TCJA provisions, the higher estate tax limit is due to sunset in 2025. Barring congressional action, the exemption amount....

02/28/2024

February 26, 2024

Weekly Market Insights: Stocks Hit New Highs On AI’s Promise Presented by Greenwich Bay Wealth Management Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. econom...

02/26/2024

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Address

233 Main Street
East Greenwich, RI
02818

Website

http://greenwichbaywealth.com/

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