Paul, Evan, and Ira talk about why making changes to your investment at the end of the year requires planning and is complex. Today they cover dividend payments, the wash rule, and how different tax brackets are affected by making changes late in the year. Paul treads lightly, informing investors of the risks and benefits, and encourages investors not to try to market time at the end of the year.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Today Paul and Jeff talk about their first impressions after the Paul-Tyson fight over the weekend and they both have the same
Today, Paul brings an article that says, “If you’ve made these five money moves, you will likely have enough money in retirement.”
There are investment companies that will do anything to sell products to investors, even if that means lying about their products. Earlier
Advisory services offered through Paul Winkler, Inc., an SEC Registered Investment Advisor. Paul Winkler, Inc. does not provide tax or legal advice: please consult your tax or legal advisor regarding your particular situation. All information contained on the Paul Winkler, Inc. website, including information in our newsletters, as well as information posted on social media, is for general informational purposes only, and should not be considered an individualized recommendation or personalized investment advice. We do not intend for this website to be utilized by any persons who are covered under the GDPR.
