Investment Management

Claiming Business Losses on Your Tax Return

Photo by bruce mars on Unsplash Achieving consistent profits is the goal for any business, but it’s common for companies, especially newer ones, to face periods of no profit. If your business is experiencing such a phase, there’s a tax-related upside to consider. Just as profitable times bring tax benefits, the tax system also has measures to support…

Author
Christopher K. Winn
Nov, 29 2023 · All articles
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6 Rules for Successful Dividend Investing: Maximizing Returns and Building Passive Income

Dividend investing is a popular wealth accumulation strategy for many Americans, with trusted insights revealing that the investment vehicle has maintained an average payout ratio of 56.3% over the last 96 years.

Author
Christopher K. Winn
Jul, 25 2023 · Financial Planning
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A Guide to Restricted Stock Units (RSUs): What They Are and How to Maximize Their Value?

RSUs are used by many companies to reward and retain employees. Explore key considerations to help you make informed decisions about your Restricted Stock Units.

Author
Christopher K. Winn
May, 23 2023 · Business Owner Planning
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7 Rules of Highly Effective Dividend Investors

Discover the 7 golden rules for successful dividend investing. Learn how to pick the right stocks, manage risk and maximize returns with this comprehensive guide

Author
Christopher K. Winn
Apr, 24 2023 · Business Owner Planning
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Can You Contribute to Both IRA and 401k?

Can you have both an IRA and a 401k? What are the limits, withdrawal rules, taxes, and eligibility? Learn everything you should know to have both 401k and IRA to maximize your profits.

Author
Christopher K. Winn
Mar, 22 2023 · All articles
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What is the Difference Between an IRA and a 401k?

What Is the difference between a 401(k) and an IRA? Which one is better? And can you have both? Find answers to these and other questions about IRA and 401k in our blog.

Author
Christopher K. Winn
Mar, 22 2023 · Financial Planning
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The 80/20 Rule of Thumb for Retirement

The 80/20 rule, or the Pareto Principle, is widely used in business and economics. It manifests that 80% of outcomes result from 20% of causes. Read our blog and learn how you can apply it for an early and wealthy retirement.

Author
Christopher K. Winn
Feb, 23 2023 · Financial Planning
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