The post can be viewed on Investopedia here. Question Headline: What is my capital gains tax liability if I sell two homes to buy one? Question Body: My spouse and I plan to sell both our primary residence, which we’ve lived in for 19 years, and a second vacation home, that we’ve only owned for 10…
Category: Asset Classes
2016 marked the first full calendar year for W. Swartz & Co., and by reaching that milestone I am able to review portfolios and give a report card for how portfolios did relative to their benchmarks. Overall I can say that I am very pleased with how client portfolios performed. Benchmark for stocks portfolios: Vanguard…