Jonathan Howard August 11, 2022 Weekly FiKu: Basis Basics Jonathan Howard August 11, 2022 Taxable account, • Is any of it tax free? • Yes, that’s your basis
Jonathan Howard August 5, 2022 Weekly FiKu: Fear The Deer Jonathan Howard August 5, 2022 What is stagflation? • No growth, sticky inflation, • High unemployment
Jonathan Howard July 29, 2022 Weekly FiKu: Recess Jonathan Howard July 29, 2022 How do we know if • We are in a recession? • Two straight bad quarters
Jonathan Howard July 22, 2022 Weekly Fiku: Missed Target Jonathan Howard July 22, 2022 Target date funds in • A taxable account can • Cause big tax trouble
Jonathan Howard July 15, 2022 Weekly Fiku: Bad Thing Jonathan Howard July 15, 2022 Financial Choices: • People start with feelings, not math. • Is this a bad thing?
Jonathan Howard July 8, 2022 Weekly FiKu: Prime Day Jonathan Howard July 8, 2022 A package arrives • I don’t recall what I bought • You got me, Bezos.
Jonathan Howard July 1, 2022 Weekly FiKu: Dependence Jonathan Howard July 1, 2022 Independence Day • Can be celebrated by • Being dependent
Jonathan Howard June 24, 2022 Weekly FiKu: Enough Jonathan Howard June 24, 2022 Do you have enough? • The answer is subjective • And changes with time
Jonathan Howard June 17, 2022 Weekly FiKu: Buffers Jonathan Howard June 17, 2022 Concerned about loss? • Dividends and options can • Help create buffers
Jonathan Howard June 9, 2022 Weekly FiKu: Habits Jonathan Howard June 9, 2022 Systems over goals • Small changes, over time, win • Atomic Habits
Jonathan Howard June 3, 2022 Weekly FiKu: Wealth Jonathan Howard June 3, 2022 If you are wealthy• You have more than you will need • Not the same as “rich”
Jonathan Howard May 27, 2022 Weekly FiKu: Qualified Jonathan Howard May 27, 2022 If you want to know • “Are dividends qualified?” • Look at holding time
Jonathan Howard May 20, 2022 Weekly FiKu: To-Do List Jonathan Howard May 20, 2022 Market crash to-dos: • Reinvest at a discount • Tax-loss harvesting
Jonathan Howard May 13, 2022 Weekly FiKu: Reasons Jonathan Howard May 13, 2022 It’s caused by [reasons] • That’s why the markets are down. • In truth it’s feelings.
Jonathan Howard May 6, 2022 Weekly FiKu: Keep Going Jonathan Howard May 6, 2022 It doesn’t matter • How much you save. It matters • That you keep saving.
Jonathan Howard April 29, 2022 Weekly FiKu: The Dark Side Jonathan Howard April 29, 2022 Sequence of returns • The dark side of compounding • Is best avoided
Jonathan Howard April 21, 2022 Weekly FiKu: What You Pay Jonathan Howard April 21, 2022 Costs and benefits • If something has some value • It will have a price
Jonathan Howard April 15, 2022 Weekly Fiku: Inflate Your Savings Jonathan Howard April 15, 2022 Inflation problems? • To help your savings keep up • Consider I Bonds
Jonathan Howard April 8, 2022 Weekly FiKu: Opportunity Zones Jonathan Howard April 8, 2022 Have capital gains? • Opportunity zones help • To defer the bill
Jonathan Howard March 25, 2022 Weekly FiKu: Credits vs Deductions Jonathan Howard March 25, 2022 Credits reduce tax • Deductions reduce income • Credits are worth more
(877)328-4037