Core Focus Financial Group

Are you using capital gains tax rates to your advantage?

How are my investments taxed? 4 questions to ask Create a tax-efficient investment strategy by understanding how the IRS treats different accounts and assets.

AI technology has been around for a decade, but it’s now coming to the forefront of many companies.

Q&A Outlook on AI and Tech The investment opportunity in artificial intelligence (AI) may appear to be carried by a small group of mega-cap stocks. Yet there is activity bubbling below the popular radar.

It’s been a tough market so far this year. See what might be coming and steps for investors to consider.

Where are stocks headed? Market uncertainty could linger, but will stocks finish up or down this year? Consider the bull and bear cases.

Are you making a costly mistake on your taxes? For example, many people sell an asset before the 1-year mark, impacting their capital gains rates. We can work with you and your tax professional to help you take advantage of the current tax code.

6 common tax mistakes for investors to avoid Watch for these common tax mistakes to avoid for investors, to help manage the impact of taxes on your portfolio.