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Time to give back

With the passing of the new U.S. budget, government spending cuts to nonprofits and various federal programs are very real. And, with the doubling of the standard deduction, far fewer taxpayers will benefit from making charitable contributions. Tax breaks shouldn’t be the only reason to give back to the community, but it’s been traditionally a large motivator. There are strategies, however, that can make your charitable giving mutually beneficial. If you know you’re taking the standard deduction this year, there are still ways to benefit from charitable giving. You can lump your giving into a single year, known as accelerated gifting. The larger contribution could bring you to itemize when y

Price of risk management and is it worth it?

More investors are evaluating the cost of investing. This can be seen as investors have been replacing their costly mutual funds for low-cost exchange-traded funds (ETFs). Vanguard and BlackRock, the two largest ETF companies, pulled in a record of $600 billion over the last year^1. It should be noted that this is a time where the stock market has reached record gains and volatility is almost nonexistent. So, I would agree with these investors that ETFs and other low-cost investment solutions are the way to go. But only during a bull market. The market will one day enter into a corrective phase. It will happen as history has shown us time and time again. A not so recent, prolonged bull marke

Launch your startup this year

If you've been looking for a reason to launch your startup then this may be your year. With stocks at all-time highs and the Trump tax cuts effective January 1, new, small businesses might enjoy easier access to capital and more free cash flow from tax savings. Even a few of the largest U.S. banks have promised to share their tax savings by lending more^1. The tax changes include a new "passthrough break" for some sole proprietors, S-corporations, and other pass-through entities^2. The deduction could be 20% if you qualify. Of course, it depends on what type of business you're opening. C-corporations are not pass-through entities and are not entitled to the passthrough break, but they do no

How to take portfolio gains

With the Dow reaching an all-time high of 25,000 last week, you may be wondering if now's a good time to sell and take profits. Common reasons people hesitate in taking action is the realization that capital gains tax will be owed, and after selling, where on earth do you put the proceeds? It's also hard to justify selling stocks right now when the bull market appears to have no end in sight. The S&P 500 is up 300% since the 2009 low and running strong in its 9th year. The additional stock market stimulus brought on by the tax cuts along with massive cuts in regulation only serve to advance this market further. So why sell? It's true that identifying and remaining invested in a bull mark

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Eureka Wealth Management is a registered investment adviser in the State of California. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.