EagleStone Tax & Wealth Newsletter – August 2024

Download PDF version. Just Your Average Millionaire The average net worth of U.S. families surpassed $1 million ($1,063,700) for the first time in 2022, after increasing 23% from 2019. (A family’s net worth is the total of their financial assets minus their...
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Mixing It Up: Asset Allocation and Diversification

Mixing It Up: Asset Allocation and Diversification

Asset allocation and diversification are so fundamental to portfolio structure that it’s easy to lose sight of these strategic tools as you track the performance of specific securities or the dollar value of your investments. It might be worth considering how...
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Friend or Foe? Trade Shifts Reflect Geopolitical Risks

Friend or Foe? Trade Shifts Reflect Geopolitical Risks

In 2023, the United States bought more goods from Mexico than China for the first time since 2002. In 2017, the Trump administration placed steep tariffs on many Chinese products. These levies, which were kept by the Biden administration, make the cost of goods from...
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EagleStone Tax & Wealth Newsletter – July 2024

Download PDF version. Friend or Foe? Trade Shifts Reflect Geopolitical Risks In 2023, the United States bought more goods from Mexico than China for the first time since 2002. In 2017, the Trump administration placed steep tariffs on many Chinese products. These...
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Can Home Improvements Lower Your Tax Bill? It Depends

Can Home Improvements Lower Your Tax Bill? It Depends

Most home improvements are not tax deductible — with one possible exception. In certain situations, you may be able to deduct improvements deemed necessary for medical reasons (not just beneficial to general health). If you itemize instead of taking the standard...
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