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Rebalancing Your Portfolio

Rebalancing Your Portfolio

Feb 19, 2019 | Investment Fundamentals

Maintaining your asset allocation (the mix of stocks, bonds and cash in your portfolio) is an important part of effective financial planning. Each type of asset fluctuates differently in response to market conditions. Over time, the proportion of the various assets in...
Financial Milestones – For Those in Their 40’s

Financial Milestones – For Those in Their 40’s

Jan 24, 2024 | Financial Planning

By Mitchell J. Smilowitz, CPA In your 40’s, you probably have new financial responsibilities – mortgage and family. To meet these responsibilities, it is important to focus on your long-term financial plan. Here are some important financial decisions and actions...
Tax Brackets – 2023 and 2024 Compared

Tax Brackets – 2023 and 2024 Compared

Feb 24, 2024 | JRB Financial Pulse

The Internal Revenue Service (IRS) recently released the tax brackets for calendar year 2024 earnings (for tax returns to be filed in April 2025).The tax brackets are unchanged and remain at 10%, 12%, 22%, 24%, 32%, 35% and 37%.The income limits for each tax bracket...
JRB Financial Pulse #73 — February 2024

JRB Financial Pulse #73 — February 2024

Feb 28, 2024 | JRB Financial Pulse

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  • Welcome to the JRB! February 21, 2026

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