Author Archive for: f2819644
Entries by f2819644
State Tax Rates on Long-Term Capital Gains 2024
Click to Enlarge State Tax Rates on Long-Term Capital Gains 2024 Effective Top Marginal State Individual Income Tax Rates on Long-Term Capital Gains as of January 1, 2024 Notes: + State taxes capital gains income at a set percentage of the rate that applies to ordinary income. * Statutory top marginal tax rate for long-term […]
Beyond Big Names: The Case for Small and Mid-Cap Stocks: 1989-2024
Click to Enlarge Past performance is no guarantee of future results. Assumes reinvestment of income and no transaction costs or taxes. This is for illustrative purposes only and not indicative of any investment. An investment cannot be made directly in an index. Investing involves risk, including the possible loss of principal and fluctuation of value. […]
Average Length of Bear Markets and Market Corrections 1949-2023
Click to Enlarge Average Length of Bear Markets and Market Corrections 1949-2023 The average length of bear markets over the last 75 years is 11 months. One of the shortest bear markets lasted 33 days. It began in February 2020 in response to COVID-19 pandemic lockdowns across the world. Data from 1/1/1949 to 12/29/2023. Source: […]
Bear Markets Through History and Their Recoveries 1950-2024
Click to Enlarge Bear Markets Through History and Their Recoveries 1950-2024 The table above shows all of the bear markets since 1950, as defined by Standard & Poor’s using the S&P 500 Index. The returns are price returns only, not total returns, and thus do not include dividends. Past performance is no guarantee of future results. Thus, […]
Tax Benefits of Hybrid Life and Long Term Care Insurance Versus Hybrid Life Insurance with Care Riders 2024 – Part 1 – Long Term Care University – 03/15/24
Long Term Care University – Question of the Month – 03/15/24 Research By Aaron Skloff, AIF, CFA, MBA Q: We read ‘Hybrid Life Insurance With Care Riders Versus Hybrid Life And Long Term Care Insurance’ Part 1 and Part 2 and ‘Long Term Care Insurance Tax Benefits 2024’. Can Hybrid Life Insurance with […]