Newsbite: Americans Still Favor Real Estate for Long-Term Investment

End Lead Forensics Tracking Code StartFragmentResults from a Gallup poll conducted in early April 2017 confirm that most Americans prefer real estate for long-term investing. Approximately one-third of Americans say real estate is the best long-term investment. Comparatively, only 19% of Americans felt real estate was the best long-term investment back in 2011. Stocks rank second, with 26% of Americans voting it the best long-term investment. This is up from the 19% of Americans who felt stocks were the best long-term investment in 2011. Gold lost the most favor with Americans over the past few years, down from a high of 34% in 2011 to just 18% today. Americans have also lost interest in Sav

Pardon our Dust - Office Construction Begins!

We are pleased to announce that the long-awaited tenant improvement has begun on our office space. In case you drop by over the next three to five weeks, please pardon our dust! Of course, during this time, we are more than happy to come to you. Sincerely, Atomi Financial Group [if !supportLineBreakNewLine] [endif]

2017 Q2 Market Analysis

Share prices continued their skyward arc in tandem with warnings of frothy valuations and reckonings to come. The Federal Reserve Bank raised its estimate for 1Q growth to a respectable clip, though other institutions, such as the International Monetary Fund and Bank of America, revised their forecasts downward for annualized growth, citing gridlock in Washington and concerns of the Trump agenda. An invigorated Europe, fueled in part by the results of France’s presidential elections, provided global investors with an under-bought market even as it overshadowed the dollar. Oil and other commodities slumped, Amazon loomed even larger amid the ashes of America’s brick-and-mortar retail sector a

Understanding Donor-Advised Funds

A donor-advised fund (DAF) offers an easy way for a donor to make significant charitable gifts over a long period of time. A DAF is similar to a private foundation but requires less money, time, legal assistance, and administration to establish and maintain. A DAF also enjoys greater tax advantages than a private foundation. What is a donor-advised fund (DAF)? Technically, a DAF is an agreement between a donor and a charity that gives the donor the right to advise the charity on how a portion of the donor's contributions to the charity will be distributed to other charities. Contributions may be tax deductible in the year they are paid to the DAF if they are structured so that they aren't co

Strategies to Defer taxes

You should be aware of some of the tools available to defer the payment of taxes on your income. When tax rates are stable, it's wise for you to defer as much income as possible from one year to a later year in order to postpone payment of tax. This allows you the use of more money for a longer period of time. Postponing receipt of taxable income may also be useful, because when you eventually realize the income at a future time, it's possible that you'll be in a lower tax bracket. What are common strategies used to defer taxes? Although there are a number of strategies for deferring taxes, some of the more popular tools include the following: Contributing to traditional IRAs Contributing to

Recognizing Cognitive Impairements

Recognizing early cognitive impairments is one the earliest and most important steps one can take in proactively addressing the growing threat of Alzheimer’s disease and other forms of dementia. Early diagnosis can lead to early treatment as well as possible inclusion in advanced clinical trials. Early diagnosis can also help with one’s overall financial and health management planning – as they are still lucid enough to express their desires and wishes. Common Symptoms Here are some guidelines on behaviors, actions, and responses that might suggest early cognitive impairments. Subtle Short-Term Memory Changes Trouble with memory can be an early sign of dementia. The changes are often subtle

Steps for Managing Parental Finances

The need to take over your parents' financial life, especially if it happens suddenly, can be extremely stressful. However, if you approach it one step at a time, you'll get a handle on what needs to be done. Even if you're not at this point with your parents yet, this list can help you decide what to do now -- before anything happens. Step 1: Find all of your parents' financial accounts and documents. Like it or not, you will likely become a financial detective. If your parents keep their bank and investment files in an easy-to-find place, consider yourself lucky. Otherwise, your best bet is to locate your parents' most recent tax return. Most of what you need will be on Schedule B, where t

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Atomi Financial Group, Inc. is a California Registered Investment Adviser. Call us toll free at 888-533-9364.

Office location: 20 Executive Park, Suite 120, Irvine, CA 92614. Mailing address: P.O. Box 11687, Newport Beach, CA 92658.

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