MRA Advisory News
MRA Advisory News
Yearly Market Recap for 2023
If you'd like to get started working towards your financial goals in 2024, we can help. We offer complimentary first meetings with our advisors and will work with you to craft a financial plan that fits your life. Schedule a Meeting Overview The year 2023 was...
~ * We Wish YOU a Merry Christmas * ~
Transfer of Clean Vehicle Tax Credit to Dealer as Payment for Vehicle
Starting in 2024, you may be able to irrevocably elect to transfer the new and previously-owned clean vehicle tax credits to dealers who choose to participate in the program. You will receive an immediate financial benefit from the dealer equal to the credit in return...
Master List of Goals: See Our Flowchart
Goal setting is fundamental to sound financial planning. Whether you’re just starting or have been saving for a while, it is essential to identify and prioritize your objectives. Often, however, it's difficult to express and assign your goals. Are you looking for...
~ * Happy Hanukkah * ~
All of us at MRA Advisory wish you a Festival of Lights filled with happy memories, blessings, and prosperity in the new year. And your table filled with latkes, laughter, and love!
What the Stock Market Taught Us This Year: Don’t Fall for These Investing Traps
The uncertainty around near-term interest rates has dominated the story of the stock market in 2023. Perhaps not since the 1970s—when runaway inflation and sky-high interest rates were the crisis du jour—has monetary policy affected investment outcomes in such a...
~ * Happy Thanksgiving from MRA Advisory Group * ~
Tax Resource: 2024 Important Tax Numbers
There are lots of important tax numbers that need to be kept in mind. In some cases, those numbers are annual limits that change each year. Other times, the figures do not often change but are used frequently. Given the variety of sources that report relevant numbers,...
Are *You* Ready for Thanksgiving? See Our Flowchart
Advisory Services are offered through MRA Advisory Group, a Registered Investment Adviser. It is general in nature that the statements herein are not a complete statement of all information necessary for making an investment decision and is not a recommendation or a...
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