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The J & J Investment Group's Insights
2023 Year-End Tax Planning Guide
2023 deadlines are approaching for many strategies to reduce your tax bill. Review the checklist below and discuss these strategies with your advisor and tax advisor.
Upend the American Workforce?
A chatbot with uncanny human-like writing abilities has become the poster child for artificial intelligence (AI) since it was released in late 2022, inspiring new levels of attention, excitement, and concern about recent advances in this life-changing technology.
Rescuing America's Safety Net
A March 2023 survey found that more than 90% of Americans worry about the Social Security program, and about half of those said they worry a great deal. A separate survey the same month found that more than 80% of Americans worry Medicare will not be able to provide the same level of benefits in the future.
Keep an Eye Out for IRS Related Scams
The IRS warns that although scams are especially prevalent during tax season, they also take place throughout the year. As a result, it's important to always be on the lookout for suspicious activity so that you don't end up becoming the victim of a scam.
Bear Market Emotions: Strategy vs. Reaction
Market volatility is stressful for many investors, and 2022 offered plenty of stress tests. The bear market that began in early January sent stocks on a wild ride with far more downs than ups. The S&P 500 hit its low point for the year in mid-October, down more than 25% from its bull market high. The tech-heavy Nasdaq was hit even harder, falling almost 36%. The indexes were still down by about 20% and 35% respectively at the end of the year.
