How Taxes Work with M1 Finance Investing
August 4, 2021
There’s nothing like watching an investment spike. However, a potentially lucrative investment may not be as it seems when the tax implications are taken into account. Capital gains taxes in the U.S..
The Curious Misalignment of Investing and Tax Planning
March 27, 2018
By David Miller, founder & CEO of PeachCap, CFP® In recent years, discretionary hedge funds have been under scrutiny for high fund management fees and charges despite lackluster performance. Howe..
Fintech Tools for Investing Your Tax Refund
April 4, 2016
It’s tax season again and for many people that means figuring out what to do with your refund check. Last year, the average refund was about $3,000, a decent chunk of change for a young professional..
Tax Benefits of Real Estate Investing
December 18, 2015
Real estate investing affords certain tax benefits when it involves the direct ownership of a property. For example, investors are able to deduct the value of mortgage interest as well as certain exp..