Wealth Accumulation ~ Asset Protection ~ Estate Conservation

A subsidiary of THE BAKUN ORGANIZATION, LLC.
A subsidiary of THE BAKUN ORGANIZATION, LLC.
This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Determine whether you should consider refinancing your mortgage.
Last Closing Prices
Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
---|---|---|
Nasdaq 100 | 12,683.33 | -2.88% |
NYSE Composite | 15,199.19 | -0.51% |
AMEX Composite | 2,642.16 | +0.01% |
PHLX Semiconductor Index | 1,354.81 | -0.47% |
OSX Oil Service Sector Index | 95.32 | -1.45% |
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