Blog

Category: Portfolio

Were Your Taxes a Costly Surprise This Year?

By Lineweaver Financial Group
May 02, 2019 Category: Taxes, Trump, Portfolio

Theres been a lot of confusion this year, as we all file for the first time under the New Trump Tax Law. Some people are finding that their returns are lower, or that deductions theyve always depended on have gone away. The biggest cause that we see for a lower return is a lack of tax strategy and planning in advance most strategies have to be in place by the end of the tax year not at filing time. There are estate planning implications as well for example, if youre considering a ROTH conversion, which can be a great strategy, there used to be q do-over period you had in case something happened after the fact, or if you changed your mind. However, thats no longer the case. There are two parts to this; 1) being proactive, and 2) investing for tax efficiency, because taxes have the ability to take the largest bite out of your portfolio and your returns, and, its important to remember that its not what you make its what you keep. That means working with a team to build a portfolio

The Importance of Diversification

By Lineweaver Financial Group
December 27, 2018 Category: Diversification, Portfolio, Investments, Stocks, Bonds

Many people think their investments are diversified, but when you dig deeper on any given portfolio, we find thats often not the case. In order to diversify your portfolio, you want to choose a variety of assets stocks, bonds, cash and others but you also want to choose ones whose returns havent all historically moved in the same direction, and, ideally, assets whose returns typically move in opposite directions to hold up your portfolio hold up better in down markets. That way, even if a portion of your portfolio is declining, the rest of your portfolio, hopefully, is growing, and you can potentially offset some of the impact of poor performance on your overall portfolio. Another important aspect of building a well-diversified portfolio is that you try to stay diversified within each type of investment. For example, in terms of your individual stock holdings, beware of overconcentration in a single stock. We usually advise our clients that a single security shouldnt account for

Categories
Newsletter (27)
Retirement Planning (14)
Letter From The President (12)
Retirement (11)
Economic Commentary (11)
Financial Planning (11)
Lineweaver (10)
Tax (10)
Healthwatch (9)
Market Commentary (8)
Education Programs (6)
General (6)
Taxes (6)
Bonds (4)
LFG (4)
Market (4)
Tax Planning (4)
Q3 (4)
Social Security (4)
Market Review (3)
IRA (3)
2017 (3)
Estate Planning (3)
Insurance (3)
Tax Law (3)
Diversification (3)
Trump (3)
Finance (3)
Coordination (2)
Financial (2)
Client Spotlight (2)
Rising Interest Rates (2)
Q2 Newsletter (2)
Stocks (2)
Investments (2)
Financial Strategies (2)
High Income (2)
Portfolio (2)
(2)
Tax Scams (2)
Social Security Benefits (2)
Brexit Update (2)
Interest Rates (2)
2016 (2)
2019 (2)
Tax Cuts And Jobs Act (2)
Investing (2)
Cryptocurrency (1)
Market Volatility (1)
Top Financial Strategies Of The Wealthy (1)
Markets (1)
Letter From The President New Years Resolutions (1)
Travel (1)
Transfer Real Estate (1)
Defer Tax (1)
Drink Water (1)
Bruce Motko (1)
Travel Tips (1)
Market Pullback (1)
New Website (1)
Q2 (1)
Reallocation (1)
Charitable Giving (1)
RMD (1)
529 Plans (1)
New Tax Law (1)
Distribution (1)
Trading (1)
Tariffs (1)
NAFTA (1)
Investment (1)
Statements (1)
Bitcoin (1)
Q1 (1)
Financial Goals (1)
Jim Lineweaver (1)
New Years Resolutions (1)
Healthy (1)
Cooking (1)
Tips (1)
Pro Football Hall Of Fame (1)
Vacation Home (1)
Anne Graffice (1)
David Baker (1)
Sring Cleaning Your Finances (1)
Keeping Your Mind Sharp (1)
Q2 2019 (1)
Legal (1)
Market Outlook (1)
Exercising (1)
Advice (1)
Marital Trust (1)
Summer (1)
Q3 Newsletter (1)
In Laws (1)
Inheritance (1)
Trusts (1)
Bloodline Trust (1)
Vacation From Investments (1)
James Lineweaver (1)
Screens (1)
Eat More (1)
Eye Strain (1)
2018 (1)
Financial Quarterback (1)
Quarterly Newsletter (1)
Market Review 2017 (1)
Lineweaver Wealth Advisors (1)
Lose Weight (1)
Stockpile (1)
Annuity (1)
Business Owners (1)
Self Employed (1)
Retiring (1)
Legacy (1)
Retire Early (1)
Retire (1)
Q1 2017 Newsletter (1)
Winter 2017 (1)
Market Update (1)
2016 Market (1)
1st Quarter (1)
Holiday Gifts (1)
Holiday Planning (1)
Annuity Alternatives (1)
Financial Health (1)
Fall 2016 (1)
Politics (1)
Candidates (1)
Election (1)
Gifting (1)
Harvest For Hunger (1)
Service Day (1)
Women And Money (1)
Charitable Contributions (1)
Social Security Planning (1)
Financial Advisor (1)
Financial Advice (1)
Retirement Tips (1)
Annuities (1)
Life Insurance (1)
Jobs (1)
Expense (1)
Tax Cuts (1)
Grand Kids (1)
Kids (1)
Introducing (1)
Tax Cuts And Job Act (1)
Third Quarter (1)
Identity Theft (1)
Fraud (1)
2017 Q4 (1)
Mark Sipos (1)
Equifax (1)
401(k) (1)
Costs (1)
Mutual Funds (1)
Dividend (1)
Conflict (1)
North Korea (1)
Protection (1)
Risk Management (1)
REITs (1)
Real Estate (1)
Growing Your Wealth (1)
Charitable Remainder Trust (1)
Private Foundation Charitable Lead Trust (1)
Donor Advised Fund (1)
Charity (1)
Roth (1)
Policy (1)
Bonds Ladder (1)
Wills (1)
+ Show More

Terms and Conditions | Privacy Policy | Disclosures

Lineweaver Financial Group ©
Powered by Virteom Logo Virteom