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 As 2017 comes to an end, here are few observations I have I about what was a very good year for the financial markets. During the next correction/bear market, remember that the stock market is also capable of realizing annual gains of 20% or more Staying out of the market...

 The revised 2018 tax brackets and tax rates as set out in the Tax Cuts and Jobs Act are as follows: The AAII Tax Guide online has been updated with these new figures. You can keep up-to-date with the 2018 tax reform changes here at the AAII Blog. ...

 Special notes: First, on behalf of everyone at AAII, have a happy, healthy and prosperous new year. Both the U.S. financial markets and our offices will be closed on Monday, January 1, in observance of New Year’s Day. Finally, we are in the process of updating our Tax Guide...

 This week’s Sentiment Survey special question asked AAII members how the recently passed tax legislation affects their expectations for stock market returns. More than half of all respondents (54%) believe the tax cuts will lead to higher stock prices. Many of these respondents...

 The percentage of individual investors expecting stocks to rise over the next six months is at a level not seen in more than three years. At the same time, the latest AAII Sentiment Survey shows pessimism at its lowest level in more than two years. Bullish sentiment, expectations...

 The Internal Revenue Service is allowing some 2018 state and local property taxes to be deductible in the 2017 tax year. Those real property taxes must be assessed prior to 2018 and payment must be made in 2017. You will not be able to deduct any prepayment of 2018 state and...

  Happy holidays from everyone at AAII.   We couldn’t continue our mission of helping individuals build their investment wealth without the support of our members and readers such as yourself.   We wish you a joyous holiday season and a prosperous new year in 2017.   Sincerely, The...

 Medicare.gov posted corrected 2016 income breakpoints for 2018 Medicare Part B monthly premiums. The maximum premium of $428.60 will be paid by those filing joint tax returns whose 2016 modified adjusted gross income (MAGI) is above $320,000 (not $428,000, as originally reported...

 How much of a liquid balance should investment portfolios contain? That question crops up frequently in financial planning as investors try to determine their overall portfolio. The first part of the question, of course, is: “What is liquidity?” Liquidity refers to the...

 The IRS issued 2018 standard mileage deductions for business, charitable, medical or moving purposes, up from 2017 rates. The final 2017 and 2018 rates are: Standard Mileage Deductions 2017 2018 Business Standard Mileage Rate 53.5 cents 54.5 cents Medical Standard Mileage...