Du Lac Wealth Services

04/17/2024

Check out our new issue of Good to Be Home. Hard copies coming to select clients soon.

03/20/2024

LPL's Weekly Market Performance for the week of March 11, 2024, highlights a new S&P 500 record close, earnings growth, and the energy sector outperforming.

03/19/2024

The LPL Research team provides insight and analysis into 2024's opportunities, challenges, and potential surprises.

02/05/2024

The IRS announced adjustments for 2024, which address a few key areas:
https://www.irs.gov/newsroom/irs-provides-tax-inflation-adjustments-for-tax-year-2024.

What does that mean for you?

There are changes to capital gains tax rates, annual exclusion for gifts, estate tax exclusion, and more.

Have questions about the new rules? My office has 2024 tax resources that you may find helpful.

This material is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax professional before modifying your tax strategy.

07/13/2023

LPL Research’s Outlook 2023: The Path Toward Stability contains investment insights and market guidance through 2023 https://hubs.ly/Q01XkSnt0

12/14/2022

With resilience and perspective, we can help you navigate 2023 and regain your sense of equilibrium. Call us to discuss your unique goals today.

11/29/2022

The FOMC updated its outlook for interest rates in its most recent meeting. Is there a pause in the near-term forecast?

11/03/2022

The IRS announced adjustments for 2023, which address a few key areas:
https://www.irs.gov/newsroom/irs-provides-tax-inflation-adjustments-for-tax-year-2023.

What does that mean for you?

There are changes to capital gains tax rates, annual exclusion for gifts, estate tax exclusion, and more.

Have questions about the new rules? My office has 2023 tax resources that you may find helpful.

This material is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax professional before modifying your tax strategy.

10/14/2022

Our partners at LPL Research offer an inside look at Inflation components with a glimmer of hope.

Director of LPL Research Marc Zabicki takes an inside look at some variables that could impact inflation in the months ahead.Tracking #1-05337386

10/14/2022

2023 could see the highest COLA on record, as inflation batters recent social security measures. CNBC has the details: #2023

An 8.7% Social Security cost-of-living adjustment could be possible in 2023, according to a new estimate based on government inflation data released on Tuesday.

09/27/2022

In weighing the value of any security, the scales of financial markets are supposed to maintain a fine balance between fundamentals and price. The plate of… | 15 comments on LinkedIn