Articles Archives - Page 6 of 14 - APEX Financial Group/Mount Vernon Investments

Rebalancing Your Portfolio

by APEX Financial Group | Apr 20, 2023 | Articles

Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counterintuitive, but it may be possible to have too much of a good thing. Over time, the performance of different...

Does Your Child Need to File an Income Tax Return?

by APEX Financial Group | Apr 13, 2023 | Articles

As parents, we encourage our children to work, so they can learn important values about work and independence. At what point, if at all, do children need to file an income tax return for the money they earn? The IRS does not exempt anyone from the requirement to file...

Counteracting Capital Gains with Tax-Loss Harvesting

by APEX Financial Group | Apr 10, 2023 | Articles

Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you may have. While this doesn’t get rid of your losses, it can help you manage your tax liability. Keep in mind that...

Coaches

by APEX Financial Group | Apr 6, 2023 | Articles

Best-Performing Asset Classes

by cambridgesourcesites | Apr 3, 2023 | Articles

According to Yale University’s Crash Confidence Index, only about 24% of investors are confident the stock market will not crash sometime during the next six months.1 If fear leads investors to avoid the entire investment class, they may limit their potential...

A New Way to Look at Your Bucket List

by APEX Financial Group | Mar 30, 2023 | Articles