Capital Gains Tax
How does capital gains tax work? How might your tax bracket and additional lines of income be affected by it? In this video, David Garcia, CFP/CPA tells you what you need to know to make sure you’re not paying unnecessary fees come tax time.
Categories
Recent Insights
-
Wine vs. Wall Street: How Does Fine Wine Compare to Stocks and Bonds?
CFP Taylor Gang explains why fine wine’s low market correlation, stability, and scarcity make it a unique alternative to stocks and bonds.
-
Return on Image: Why Your Story Matters More Than Your KPIs
-
Michelle Panzera
-
Anouk Pappers
In the world of wealth management (a world where Michelle has spent the better part of a decade building brands, crafting stories, and connecting advisors to their audience), marketing is often judged by KPIs and immediate ROI. Clicks, impressions, and engagement metrics dominate dashboards, yet they rarely capture the full impact of a firm’s or…
-
-
When Family Matters Most: A Night That Changed How I Think About Multigenerational Planning
Let me tell you about one of the scariest nights of my life. It started like any other. I was winding down, checking on the baby, maybe sneaking in a scroll through Instagram. You know, the usual. But then—everything changed. My mom was having a diabetic emergency. She was disoriented, confused, and couldn’t explain what…
-
Talk Your Chart | AI Boom or Bubble, and are we Over the Inflation Hurdle? | Ep. 72
In Episode 72 of Talk Your Chart, Marcos and Brett analyze the growing AI spend versus its current profitability, before diving into the state of inflation and its impact on the market. Marcos argues that inflation is cooling, with the economy positioned to handle higher interest rates, while Brett raises concerns about the risks of…
-
Is Country Club Living Worth It? 10 Real Costs to Know Before You Buy in South Florida
Living the Dream? Let’s Talk About the Fine Print There’s no denying the country club lifestyle in South Florida has a lot going for it—gorgeous golf courses, great amenities, good people, and that hard-to-beat sense of community. Whether you’re into sunrise tee times, dockside dinners, or just want your home to feel like a resort,…
