by Davidson | Dec 29, 2014 | Wealth News
The Latest on Social Security Recipients get a raise in 2015. Ideas for reform are numerous. Provided by Anthony A. Davidson, Investment Advisor Representative Social Security benefits are increasing 1.7% in 2015. This marks the fourth straight yearly cost-of-living...
by Davidson | Dec 22, 2014 | Wealth News
A look back at 2014 thus far Presented by Anthony A. Davidson, Investment Advisor Representative The year in brief. When 2013 ended, few Wall Street investment strategists had high hopes for the market – the thought was that the S&P 500 would post a single-digit...
by Davidson | Dec 15, 2014 | Wealth News
That First RMD from Your IRA What you need to know. Provided by Anthony A. Davidson, Investment Advisor Representative When you reach age 70½, the IRS instructs you to start making withdrawals from your Traditional IRA(s). These IRA withdrawals are also called...
by Davidson | Dec 8, 2014 | Wealth News
Tax Loss Harvesting A useful year-end move to counteract capital gains. Provided by Anthony A. Davidson, Investment Advisor Representative Even though 2014 may end up being a subpar year for stocks, you may realize short-term capital gains. What will you do about...
by Davidson | Dec 1, 2014 | Wealth News
Should You Apply For Social Security Now…or Later? When should you apply for benefits? Consider a few factors first. Provided by Anthony A. Davidson, Investment Advisor Representative Now or later? When it comes to the question of Social Security income, the...
by Davidson | Nov 24, 2014 | Wealth News
Getting Financially Fit for Retirement at 50 Things for trailing-edge boomers & Gen Xers to consider. Provided by Anthony A. Davidson, Investment Advisor Representative When you turn 50, retirement starts to seem less abstract. In terms of retirement planning, a...
