Jonathan Howard January 13, 2023 Weekly Fiku: Structured Jonathan Howard January 13, 2023 Structured Notes manage • Risk through buffers, barriers • And performance caps
Jonathan Howard January 6, 2023 Weekly FiKu: Rothify Jonathan Howard January 6, 2023 Rothification • What is this about? • Tax free? Or tax revenue?
Jonathan Howard December 23, 2022 Weekly FiKu: Winter Solstice Jonathan Howard December 23, 2022 The shortest day of • The year is a reminder: • Time is an asset
Jonathan Howard December 16, 2022 Weekly FiKu: Mood Ring Jonathan Howard December 16, 2022 Ten Year Treasury • Note rates are a mood ring for • Worried investors
Jonathan Howard December 2, 2022 Weekly FiKu: Interest Jonathan Howard December 2, 2022 What is interest? • Compensation for the risk • Of lending money
Jonathan Howard November 23, 2022 Weekly FiKu: Thankful Jonathan Howard November 23, 2022 Obstacles can be • An important part of growth. • Be thankful for them.
Jonathan Howard November 18, 2022 Weekly FiKu: Strict Jonathan Howard November 18, 2022 Regulations can • Seem inefficient and strict • But sometimes they work
Jonathan Howard November 11, 2022 Weekly FiKu: Wilderness Jonathan Howard November 11, 2022 To navigate your • Tax wilderness, learn about • Your account’s tax rules
Jonathan Howard November 4, 2022 Weekly FiKu: Votes Jonathan Howard November 4, 2022 How you spend or save • Casts votes for the person you • Want to be someday
Jonathan Howard October 28, 2022 Weekly FiKu: Gift Jonathan Howard October 28, 2022 To die with no plan • In place may be leaving a • Gift to journalists
Jonathan Howard October 21, 2022 Weekly FiKu: Creep Jonathan Howard October 21, 2022 To fight bracket creep • The tax code is adjusting • To higher thresholds
Jonathan Howard October 14, 2022 Weekly FiKu: 1031 Jonathan Howard October 14, 2022 A ten thirty one • Exchange can be active or • Passive: DST
Jonathan Howard October 6, 2022 Weekly FiKu: QCD Jonathan Howard October 6, 2022 RMD problems? • Want to donate some money? • Use a QCD
Jonathan Howard September 28, 2022 Weekly FiKu: Financial Aid Jonathan Howard September 28, 2022 Leaves are changing hue • October 1st? Almost here • Time for the FAFSA!
Jonathan Howard September 23, 2022 Weekly FiKu: Adjustments Jonathan Howard September 23, 2022 How do you know when • It’s time to adjust spending? • Rising debts? Guardrails?
Jonathan Howard September 17, 2022 Weekly FiKu: Rolling Jonathan Howard September 17, 2022 Flat GDP and • Sectors hurting one by one: • Rolling recession
Jonathan Howard September 9, 2022 Weekly FiKu: Withholding Jonathan Howard September 9, 2022 Tax planning can be • As simple as choosing the • Right tax withholding
Jonathan Howard September 2, 2022 Weekly FiKu: Uncertainty Jonathan Howard September 2, 2022 Uncertainty is • Omnipresent, but noticed • More when things go wrong
Jonathan Howard August 26, 2022 Weekly FiKu: Relief Jonathan Howard August 26, 2022 Who is it helping, • When student debts are relieved? • Maybe all of us.
Jonathan Howard August 19, 2022 Weekly FiKu: Step Up Jonathan Howard August 19, 2022 Step into the grave, • Then your capital gains will • Step Up in Basis
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