One question I frequently get from my clients is if the market drops more than X percent, why don’t we just get out and get back in later when the market “stabilizes”. Sounds like a legitimate strategy, but if you really think about it, that strategy means you get out of the market when it’s down and get back in when it goes up again…..exactly the wrong thing to do for any investor.
It’s Always Tax Season At Redwood
It may be December, but it’s always tax season at Redwood Wealth Management. (Yes, really.) That’s because taxes tend to be our clients’ biggest expense – so we want to […]
October Newsletter
Redwood Updates
Over the last six months we have expanded our Redwood family. To better serve our clients we have added the position of Director. Alicia Sher has been promoted to […]
Deciding Between a 401(k) and Roth 401(k)
Which is better for you? Contributing to a pre-tax traditional 401(k) account or an after-tax Roth 401(k) account? As with most financial issues involving tax laws, the answer depends on […]
Make This April Less Taxing
Tax season is here once again. (We know you’re excited.) For a smooth and painless experience, we encourage you to follow these tips:
Tax forms from Fidelity and TD Ameritrade
Fidelity has […]
The Wealth Manager’s and CPA’s Full Employment Act of 2018!
The new tax law may not be called The Wealth Manager’s and CPA’s Full Employment Act of 2018 (it’s actually called H.R.1), but tax reform has certainly shaped up to […]
The Usual and the Unique Tax Considerations for 2017
You know that old saying about death and taxes? It’s probably up for debate whether they’re the only guarantees, but it’s true that they are inevitable.
At Redwood, we help you […]
Year-End Tax Planning: The Party Continues
While many of you are dreaming of sugar plums and holiday cheer, we hope thoughts of our first article about year-end planning still linger. (It was good stuff, right?)
Yes, that’s […]
