Yellow Dog Financial

03/05/2024

March’s arrival offers the perfect opportunity to reflect on key February developments.

Overall, the artificial intelligence (AI) theme continued to power the major U.S. stock indexes, and market sentiment remained strong in the leap day-extended month of February.

Swipe for details on major stock indexes, inflation, the labor market, and more ➡️ Have questions about the economy, investing, or your portfolio? Reach out to us anytime. We’re here to help.

02/26/2024

The tax filing deadline for S corps and partnerships is just around the corner for calendar year businesses – March 15 🗓️📢 Fiscal year businesses need to file by the 15th day of the third month following the close of your tax year.

Be sure to file on time to avoid any late-filing penalties and keep your business in good standing with the IRS.

Haven't started yet? Reach out to me as soon as possible; I'd love to help you out!

02/22/2024

As incredibly important as estate planning is, it can be easily overlooked. Swipe to take a look at the 4 key pillars of estate planning 📜💼

Remember, it's never too early or too late to make prudent financial arrangements! If you have any questions about estate planning, feel free to reach out.

01/22/2024

2023 was quite the year for the U.S. financial markets! To help you enter 2024 with confidence and clarity, we’re sharing an overview of last year’s key developments and an outlook of what may be to come in 2024.

Swipe through to learn more ➡️ and spread the knowledge by sharing this post with your network.

01/18/2024

It’s possible the headlines surrounding the SEC’s approval of spot Bitcoin ETFs left you with some questions, such as … “What’s a spot Bitcoin ETF?”

If that’s crossed your mind, we want to assure you that you are not alone in wondering this, while ensuring you have the tools to understand this landmark development.

Swipe through each image for an overview of what happened and what it means for the average American ➡️

Have other investing questions? Reach out to us anytime – we’re here to help you navigate the evolving financial landscape with confidence and clarity.

03/24/2023

Excited to be a Platinum co-sponsor of the FSS PTO school auction with Bolton resident and financial planner Bill Nickles.
Enjoy your complimentary beverage! 🥂😀

02/25/2023

In this educational seminar at the Harvard General Store, we will discuss the important factors one should consider when downsizing their long time home.

Register and immediately receive a free checklist.

Join three industry experts as they discuss tips and tools to make the downsizing process successful.

10/03/2022

I was having a conversation with a client this weekend about the speed in which the stock market can move in any directions. My main point was that when the start of the next up market begins we will not know it and certainly there will not be a green flag being waved for the all clear. The news will most likely still be bad (ie. March of 2009) and it will not be comfortable to invest in stocks.

A very recent case in point is 2020 at the start of the pandemic. You would have been hard pressed in early 2020 to find somebody that predicted a positive return for stocks. I am not suggesting that this market will do something similar but you can see from the below chart how quickly prices can move.

10/03/2022

This is a very interesting article on the dark side of Donor Advised Funds. I recommend these vehicles regularly to clients as a way to start meeting philanthropic goals with little administrative burden. It is always with the goal for the funds to be disbursed in short order.

Obviously, there are some loopholes (Trusts using them to meet the 5% disbursement requirement) that need to be examined.

Foundations shift billions to donor-advised funds, skirting US laws requiring transfers to the needy, a Bloomberg analysis finds.

09/13/2022

If any more evidence is needed that investing is hard, look at the headlines from today's Bloomberg.

08/05/2022

If signed into law as written, the climate bill will extend solar incentives so now may be a good time to explore solar panels.

Generous incentives mean you can replace fossil fuel home appliances and cars with electric versions — and power them with clean energy.

07/29/2022

This is a good article on what (could) happen if you have invested in crypto.

A newsletter about doing things the hard way. Click to read Not Pretty, Not Rich, by Sam Becker, a Substack publication with hundreds of readers.