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Factors that Could Influence the Slowdown of the Economy financial planning

While we expect the US economy to continue growing, the theme of downshifting has clearly emerged. In this video, Kestra's Kara Murphy discusses a few factors that will potentially influence the slowdown of the economy.  Click below to hear what she has to say.

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Should You Take Qualified Charitable Distributions? tax relief

If you're required to take annual RMDs, Qualified Charitable Distributions (QCDs) might be a good fit for your portfolio. Click the video below to listen to Managing Partner, Sherwood Greer's explanation of QCDs.

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11 Tax Tips to Consider Before December 31st tax relief

As the year is quickly coming to an end, you may want to consider these 11 tax tips before December 31st.

Rebalance Your Portfolio/Harvest Losses

If this year’s record-setting gains in the stock market have thrown your investment portfolio out of alignment, now is a good time to review...

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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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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