Can you believe that 2023 is just weeks away? While it may be wise to take care of some year-end financial tasks if you haven’t already, now is also the time to start considering the future. This is where the tried-and-true new year’s resolution comes into play! It can be tempting to make lofty goals …
Continue reading “Resolving to Get Financially Smart in 2023? Here’s How”
With the end of 2022 on the horizon, it’s important to remember that financially, we are living in uncertain times with inflation, volatility and unpredictability. It’s more important than ever to be fiscally cautious, aware and responsible by saving, reducing taxes, reviewing investment allocations and planning for 2023. Here are 5 key financial steps to …
Continue reading “5 Financial Moves to Make Before the End of 2022”
Cryptocurrency gained major media notoriety in the Bitcoin Boom of 2017. In recent months it has dominated the discussion in financial circles. At Cowen Tax, we’re here to help you understand the basics of a digital marketplace that changes by the day. What Is Cryptocurrency? Cryptocurrency is a form of digital currency that is encrypted …
Did you know that losing money can be hazardous to your health? A recent study published in the Journal of the American Medical Association found that participants who lost 75% or more of their wealth in a short period of time had a 50% higher risk of death over the next 20 years. These sudden …
Continue reading “Five Ways to Protect Your Wealth and Health”
The world of investment advisors and stockbrokers can be confusing. Both investment advisors and stockbrokers can manage your portfolio, help you invest, and suggest strategies to help raise your returns. The major difference between the two is a matter of professional ethics; only investment advisors are held to the fiduciary standard. Here is what you …
Continue reading “The Fiduciary Standard and Investment Management”
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