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If your financial advisor isn’t incorporating a tax plan, what are you missing?

A good financial advisor does more than just help you invest wisely and save for retirement. They should also guide you towards resources that help you navigate the complex world of taxes. Tax planning is an essential part of any comprehensive financial strategy. Without a tax plan, you may miss opportunities or face avoidable complications. […]

$9.2 Trillion in U.S. Treasury Debt Set to Mature This Year: What Retirees Need to Know

In 2025, an estimated $9.2 trillion in U.S. Treasury debt is set to mature, which is roughly a third of all outstanding marketable debt. With over half of it coming due in the first half of the year, this unprecedented rollover volume carries significant implications for financial markets and everyday investors. For retirees and fixed-income […]

What is Tax Deferral with Annuities?

Tax deferral with annuities is one of the key benefits offered by annuity contracts, allowing investors to grow their investments without immediately paying taxes on the earnings. This can be a powerful tool for long-term financial planning, especially for retirement. The concept of tax deferral helps investors accumulate wealth faster because the interest, dividends, or […]

Understanding Annual Returns

Annual returns play a pivotal role in evaluating, managing, and taxing investments. This article will explore what annual returns are, their significance in financial planning, and the interaction between tax implications and investment returns. What Are Annual Returns? An annual return is the percentage change in the value of an investment or portfolio over the […]

What is a Health Savings Account?

A Health Savings Account (HSA) is a tax-advantaged savings account designed to help individuals save money for medical expenses. Unlike traditional savings accounts, HSAs offer unique tax benefits that make them an effective tool for saving for healthcare costs both now and in the future. These accounts are often paired with high-deductible health plans (HDHPs), […]

What is the Difference Between a Mutual Fund and an ETF?

When it comes to investing, mutual funds and exchange-traded funds (ETFs) are two of the most popular options for building a diversified portfolio. Both investment vehicles pool money from multiple investors to buy a mix of stocks, bonds, or other assets. Despite their similarities, mutual funds and ETFs differ in several key ways, including how […]

What is Compound Interest?

Compound interest is a powerful concept in finance, enabling investments to grow exponentially over time. Unlike simple interest, which is calculated solely on the initial principal, compound interest is calculated on both the principal and any accumulated interest. This results in the interest earning interest, creating a snowball effect that can significantly increase the value […]

What is an Index Fund?

An index fund is a type of investment fund or exchange-traded fund (ETF) designed to replicate the performance of a specific market index. Instead of trying to outperform the market or select individual stocks, index funds aim to mirror the performance of a broad market index, such as the S&P 500, Nasdaq-100, or Dow Jones […]

What is an Income Statement?

An income statement, also referred to as a profit and loss statement (P&L), is one of the primary financial statements used by businesses to assess their financial performance over a specific period. This document provides a detailed summary of a company’s revenues, costs, and expenses, ultimately showing whether the business is making a profit or […]

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This website is a publication of Market Investment Group, LLC, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional adviser before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to ours. All investment and insurance strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed specific benchmarks. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. Third-party rankings and recognitions from rating services do not guarantee future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. Please contact the adviser for more information regarding how these ratings were formulated.