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Following 2022, a year which saw the worst return for a ‘60/40’ balanced portfolio since 1942, it is natural for investors to begin looking for an alternative to stocks and bonds.
The 4 stages of an economic cycle: (1) Expanding from a trough. (2) Peaking at the crest. (3) Descending (“contracting”) from the high point. (4) Hitting bottom and recovering, where the cycle begins anew.
MATERIAL UNITED STATES FEDERAL INCOME TAX CONSIDERATIONS The following is a summary of the material United States federal income tax considerations relating to. | February 18, 2022