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What Is Inflation: 3 Ways to Respond wall of worry

Unless you‘ve been living under a rock, you are very aware that prices for many products and services have gone up this year. Some have gone up dramatically! In fact, inflation as measured by CPI is at its highest level in around 30 years. The Fed wants us to believe that inflation...

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Are Capital Gains Taxes Changing? tax relief

 

There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes.

One of the proposals Congress is considering sets the top rate for taxing capital gains at 25%, up from 20% under current law....

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4 Important Ways to Use Your Money financial planning

 Knowing how every dollar can be used is a great start to Financial Planning. And to make it super simple, there are really only 4 ways to use money:

  1. SPEND Cautiously. Whether it's keeping your lights on and phone connected, putting food on the table for your family, paying for...
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3 Tips for Your Portfolio when the Fed Tapers Asset Purchases wall of worry

The old saying goes, "the market climbs a wall of worry." When it comes to financial markets, there's almost always something to worry about. However, one thing that has the potential to make market volatility worse is the fear of the unknown. At this point in our...

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3 Reasons You May NOT Want to Fund a Roth IRA Conversion tax relief

Roth IRAs can serve as a great option for a variety of financial situations. However, we have to remember, converting a pre-tax plan (i.e., traditional IRA, pretax 401(k), etc.) to a Roth IRA will trigger a taxable event. For example, if you convert $25,000 from a pre-tax plan to a Roth IRA, you...

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872). https://bit.ly/KF-Disclosures