Philippe Berthoud |

Market Month: October 2024

The Markets (as of market close October 31, 2024)

Stocks closed lower in October as Wall Street couldn't maintain the momentum from
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Philippe Berthoud |
Here are some things to consider as you weigh potential tax moves between now and the end of the year.

1. Defer income to next year

Consider opportunities to
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Philippe Berthoud |

The Markets (as of market close August 30, 2024)

Stocks closed mostly higher in August, buoyed by a strong close to the month. Favorable inflation data and

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Philippe Berthoud |

The Markets (as of market close July 31, 2024)

Stocks closed mostly higher in July. Tech shares, including AI stocks, which had been a bellwether for much of

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Philippe Berthoud |

The Markets (as of market close May 31, 2024)

Stocks rebounded from a sour April, closing higher in May. Investors spent the month focused on job gains, gross

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Philippe Berthoud |

The Markets (as of market close April 30, 2024)

Stocks ended April lower, with each of the benchmark indexes enduring their first downturn in several months

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Philippe Berthoud |

The Markets (as of market close February 29, 2024)

Stocks ended February on a high note as each of the benchmark indexes listed here closed up. The Nasdaq and

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Philippe Berthoud |

It's not easy to keep up with complex tax laws that always seem to be changing, much less figure out how they might affect you personally. Even so, it's

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