The last quarter of the year can be a rewarding one, but it also can be a challenging one. Being aware and concerned about your financial situation and investments is natural and healthy. Your savings represent your capital for future use and can be the result of someone’s hard work. For those at or near retirement, you hope it will, in large part, allow you to maintain a comfortable lifestyle through your retirement. This is why you need to be highly cautious of emotional in

Each individual has different financial goals and interest rate fluctuations can affect investors differently. Speak with a financial professional and formulate a solid plan before making any decisions. Below are five basic items for consideration if and when the Federal Reserve raises interest rates: 1. Maintain complete liquidity for all short-term and near-term needs. Liquid accounts in today’s interest rate environment will probably not keep pace with inflation. Although

Interest rates play a crucial role in the American economic system. They influence the return on savings, the costs of borrowing and can have a bearing on the direction of many investments. The direction of interest rates is also known to provide insight into future economic and financial market activities. After the Federal Reserve’s August 2021 meeting, Fed Chairman Jerome Powell stated that, should hiring numbers continue to improve, it will begin dialing back the ultra-lo

In the first half of 2021, investors welcomed a new administration in the United States of America, saw the reopening of many countries, experienced volatility in equity markets and ended a second quarter that produced many new highs. Amidst all the positive momentum toward recovery, there is still concern about the condition of the job market, inflation, and uncertainty about the path of the virus and the severity or impact that new strains may have. In June, the Federal Res

On March 11, 2021, the American Rescue Plan Act became law. It required the IRS to establish a program to help taxpayers with children. The IRS will begin sending payment to taxpayer with children on July 15th and will continue making periodic advance payments through December 2021, that equals, in total, half of the IRS’s estimate of the eligible taxpayer’s 2021 child tax credit (CTC). The child tax credit payments amount to $3,000 annually per child ages 6 to 17 and $3,600

What a difference a year makes! The first quarter of 2021 included the one-year anniversary from the March 2020 equity market’s bottom. For the first quarter of 2021, equity markets encountered volatility but still created all-time highs. With the potential of herd immunity following mass vaccinations, investors finished the quarter with hopes that the end of the pandemic could be seen by mid-year. Many optimists are hoping that the U.S. economy will continue to accelerate wh

The stock market enters 2021 with favorable outlooks. Vaccines should help prevent the spread of COVID-19; S&P 500 earnings are expected to

Announcing the Merger of Apex Tax Advisors of Moorestown, NJ and The Tax Stop Inc of Cherry Hill, NJ! We have much to be thankful for in this season of gratitude. Not only have we survived the uncertainty of the ongoing pandemic and extended tax season, but our business is growing! (You heard correctly.) At Apex Tax Advisors we pride ourselves on our legacy of delivering expert tax advice tailored to the lives of our valued clients year-round. We are pleased to continue that

In 2020 we find ourselves in a unique moment. But this isn't the only time the market has been affected in this way. Here's what we have learned at Apex regarding investing during market volatility from past markets that we can apply to today's market. Understand your personal situation. You should consider planning your equity investments to maintain a long-term horizon. It could be best if you make your investment decisions on a non-emotional basis. If the daily swings in

Investors should take note of interest rates as they can have both a positive and negative effect on markets. Central banks often move...

During times of uncertainty, like we are in now, it is important to understand how to view your investments and review your strategies .

By reviewing their 2019 situation and all 2020 expectations of income, a qualified tax preparer can help you with a tax projection.

Determining the most efficient way to either withdraw or pass to your beneficiaries your accumulated wealth is always an important decision.

When filing your taxes, you want to make sure you aren't forgetting anything that would reduce the taxes that you owe.

Sometimes, taxpayers assume that various expenses are not deductible and do not even mention them to their tax preparer...