
ACap Advisors & Accountants Blog
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Browse the latest posts in the ACap Advisors & Accountants Blog and get important information about taxes, planning for retirement, saving and budgeting, accounting, asset management, and more! ACap is a Fee-Only financial advisory firm specializing in advising medical professionals.
ACap Advisors & Accountants Blog
1w ago
Market down? If you’ve been watching the stock market recently, you’ve likely noticed the declines in major indexes like the S&P 500 and Nasdaq. While downturns can be unsettling, they also present some of the best opportunities for long-term investors. At ACap Advisors & Accountants, we take a strategic approach to market volatility, ensuring that...
The post Stock Market Down? How to Navigate Volatility & Invest Strategically: ACap’s Approach appeared first on ACap Advisors & Accountants ..read more
ACap Advisors & Accountants Blog
7M ago
No one likes losing money on a stock, but sometimes it happens. You pick a hot stock you think has great potential but then it crashes and becomes worthless. You hold on hoping for it to recover, but it simply stops trading and you cannot sell it. So how do you deduct a worthless stock...
The post Worthless Stock Deduction appeared first on ACap Advisors & Accountants ..read more
ACap Advisors & Accountants Blog
7M ago
For a long time homeowners loved the near zero interest rates on purchases and refinances, but unfortunately savers were forced to take additional risk to earn more money because banks paid very little interest. But when the Federal Reserve (Fed) started rapidly raising interest rates in March 2022 to combat inflation, the once forgotten...
The post How are Treasury Bills (T-Bills) Taxed? appeared first on ACap Advisors & Accountants ..read more
ACap Advisors & Accountants Blog
10M ago
Understanding the Inflation Data Rally The inflation data rally refers to the recent surge in stock market prices in response to positive inflation indicators. Inflation data, such as consumer price index (CPI) or producer price index (PPI), provides insights into the overall price levels in the economy. When these indicators show a favorable trend,...
The post Stocks and the Inflation Data Rally: What’s Next? appeared first on ACap Advisors & Accountants ..read more
ACap Advisors & Accountants Blog
10M ago
ETFs, or Exchange-Traded Funds, are investment funds that trade on stock exchanges, similar to individual stocks. They offer investors a way to gain exposure to a diversified portfolio of assets, such as stocks, bonds, or commodities, without having to buy each individual security. One of the main benefits of ETFs is their flexibility, as they...
The post Understanding ETFs and Their Benefits appeared first on ACap Advisors & Accountants ..read more
ACap Advisors & Accountants Blog
10M ago
Exploring Alternative Investments Diversifying your portfolio with alternative investments can be a smart move to reduce risk and potentially increase returns. Alternative investments refer to assets that are not traditional stocks, bonds, or cash. They can include investments such as private equity, hedge funds, commodities, and real estate. By exploring alternative investments, you can add...
The post 5 Innovative Ways to Diversify Your Portfolio appeared first on ACap Advisors & Accountants ..read more
ACap Advisors & Accountants Blog
10M ago
A new law became effective on January 1, 2024 that will impact nearly all small businesses in the US. In a bid to enhance transparency and combat illicit financial activities, the United States Congress passed the Corporate Transparency Act (CTA) as part of the National Defense Authorization Act for Fiscal Year 2021. The CTA introduces...
The post Understanding the Implications of the Corporate Transparency Act: New Beneficial Ownership Rules appeared first on ACap Advisors & Accountants ..read more
ACap Advisors & Accountants Blog
1y ago
A new law became effective on January 1, 2024 that will impact nearly all small businesses in the US. In a bid to enhance transparency and combat illicit financial activities, the United States Congress passed the Corporate Transparency Act (CTA) as part of the National Defense Authorization Act for Fiscal Year 2021. The CTA introduces...
The post Understanding the Implications of the Corporate Transparency Act: New Beneficial Ownership Rules appeared first on ACap Advisors & Accountants ..read more
ACap Advisors & Accountants Blog
1y ago
By: Ara Oghoorian, CFA, CFP, CPA Updated: November 24, 2023 If you trade a substantial amount of securities on a regular basis, you may qualify for Trader Tax Status (TTS) and be able to deduct expenses related to your trading business, offset your W-2 income, deduct losses greater than the current $3,000 annual limit against...
The post How to Qualify for Trader Tax Status appeared first on ACap Advisors & Accountants ..read more
ACap Advisors & Accountants Blog
1y ago
By: Ara Oghoorian, CFA, CFP, CPA Updated: November 14, 2023 Do you feel that your property taxes are higher than they should be? Real estate values are starting to decline because interest rates have risen so sharply and if you recently bought your property, you may be overpaying in property taxes. If so, you can...
The post Understanding LA County Property Taxes: Assessment Process and Effective Appeal Strategies appeared first on ACap Advisors & Accountants ..read more