Financial Planning and Advice Blog for Syracuse

Want to keep up with the latest news in the financial sector? HighPoint Advisors in East Syracuse, NY makes sure all our clients have the latest up to date financial information to better plan for their future. Feel free to browse the blog below to learn more about the current financial market.
If this blog raises interest or concerns please contact us at info@highpointadv.com.

LPL Financial Research Midyear Outlook 2021: Picking Up Speed

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By Kathleen Monday July 14, 2021

LPL Research Midyear Outlook 2021: Picking Up Speed is designed to help you navigate the risks and opportunities over the rest of 2021 and beyond. While the speed can be exhilarating as economic growth accelerates, it can also be dangerous. Midyear Outlook 2021 looks ahead for opportunities, but also watches for new hazards created by the reopening. Keep on reading...

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Five Strategies for Tax-Efficient Investing

By Kathleen Monday March 10, 2021

Tax-efficient investing can be achieved in variety of ways. For example, you may be able to use losses within your investment portfolio to help offset realized gains. If your losses exceed your gains, you can typically offset up to $3,000 per year of the difference against ordinary income. After factoring in federal income and capital gains taxes, the alternative minimum tax, and possible state and local taxes, your investments' returns in any given year may be reduced by 40% or more. Here are five ways to potentially lower your tax bill.1 Keep on reading...

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