tax

2019 – 2021 Federal tax brackets & Marginal tax rates

The United States federal tax laws follow a progressive tax system with 2019-2020 marginal tax rates varying from 10% to 37%. Ordinary income, dividends, interest and short-term capital gains are taxed at this ordinary income tax rate. The table below shows how each additional dollar earned gets taxed by the U.S. government. This is for

Investment Policy Statement

So, what are your investment objectives? If you say, “to make a lot of money”, that won’t be an appropriate goal. It is too open-ended to provide realistic guidance for specific investments and time horizons. A goal that is specific and quantifiable can help periodically evaluate how close or far from it. However, a general