Blog - Page 4 - Allied Integrated Wealth

22 Jun

Tax & Estate Strategies for Married LGBTQ+ Couples

November 23, 2022
By Zack Armstrong

In this age of marriage equality, there are new possibilities. Provided by Zachary H. Armstrong, CFA The 2015 Obergefell v. H...

10 Jun

Legislation, Retirement Planning

Are You Ready for the Second Act of the S.E.C.U.R.E. Act?

November 23, 2022
By Zack Armstrong

Some potential benefits of the Securing a Strong Retirement Act. Provided by Zachary H. Armstrong, CFA Recently, you may have...

12 Apr

Investment Ideas, Tax Management

Qualified Charitable Distributions

November 23, 2022
By Zack Armstrong

A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions. Provided by Zachary H Armstrong, CFA ...

09 Apr

Market Review

Quarterly Market Review: Q1 2021

April 9, 2021
By Zack Armstrong

18 Mar

Investment Ideas, Investment Philosophy

Tales from the Crypto: How to Think About Bitcoin

November 23, 2022
By Zack Armstrong

Weston Wellington Vice President, Dimensional Fund Advisors “Everything you don’t understand about money combined with ev...

09 Feb

Evidence Based Investing

The Bumpy Road to the Market’s Long-Term Average

November 23, 2022
By Zack Armstrong

Since 1926, the US stock market has rewarded investors with an average annual return of about 10%. But it’s important to reme...

05 Feb

Evidence Based Investing

Pursuing a Better Investment Experience

February 5, 2021
By Zack Armstrong

12 Jan

Market Review

Market Review 2020: Looking Back on an Unprecedented Year

February 5, 2021
By Zack Armstrong

The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that we...

05 Dec

Market Timing

What Happens When You Fail at Market Timing

November 23, 2022
By Zack Armstrong

The impact of missing just a few of the market’s best days can be profound, as this look at a hypothetical investme...

13 Nov

Evidence Based Investing

Is the Stock Market Divorced From Reality?

February 5, 2021
By Zack Armstrong

Weston Wellington, Vice President, Dimensional Fund Advisors I have been sheltering in place on a former dairy f...