Monthly Archives: November 2015
Bing Nursery School and Harvest Moon Auction
Bing Nursery School and Harvest Moon Auction Meyers Wealth Management is a proud sponsor of the Bing Nursery School’s annual Harvest Moon Auction. Bing Nursery School was founded in 1966 and is recognized around the world for excellence in early childhood education. Each year Bing Nursery School holds its annual silent and live auction, benefiting the […]
Inflation always on our minds…
Especially when it’s low and nobody is expecting it. People can’t ‘time’ handling of inflation expectations better than they can time the rest of the markets. So every portfolio needs hedges against it built into their diversification plan. The CFA institute blog posts a timely reminder: https://blogs.cfainstitute.org/investor/2015/11/11/three-reasons-why-it-is-still-a-good-time-to-talk-about-inflation/
9 Things To Do Before Year End 2015
Give gifts to charity. To get a tax break for any gifts you give (cash, stock, etc), those gifts have to be given by Dec 31 to qualified charitable organizations. The IRS provides a tool for checking on this: <https://www.irs.gov/Charities-&-Non-Profits/Exempt-Organizations-Select-Check> For a contribution of cash, check or other monetary gift, you need to keep a record […]