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Family Giving & Philanthropy

I came across this very interesting and informative article and guide from Fidelity Charitable that I wanted to share… Philanthropy is a powerful way for families to pass along shared beliefs and values. It also provides unique opportunities for family members of all generations to spend time together, collaborate, and […]

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The AI Revolution Has Started & Is On Sale Now…

I got this note in an email today and thought it was interesting enough to share this thought from John Mauldin… “The new iPhone 12 Pro that Apple has just released is stuffed to the max with visionary technology. Not only is it 5G-ready, it also uses cutting-edge AI computer […]

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A Thought or Two on Preparing for the end of 2020

It is important to note that as the fourth quarter gets underway there is the potential for tax-loss selling in parts of the markets like International and Small Cap and Closed end funds later in November and December. Tax-loss selling is when investors sell securities to realize losses for tax […]

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Tax Planning in an Election Year

It Doesn’t Matter Who Wins The Election – Higher Taxes Are Expected, So Get Ready. Every four years when the U.S. presidential election approaches, Americans must think about the vast implications of the potential presidential outcome. With the economy struggling to stay afloat during the pandemic, candidates’ proposed tax policies […]

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Covid Update for this week

Key takeaways from the Covid Update this week (above)… * Every region of the country is taking a turn with a pattern of high daily reported cases. The Midwest is now taking their turn as the leader.* Daily reported positives as a percent of the total tests have moved back […]

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360° Market Commentary

The MarketsLast week, the third quarter of 2020 came to an end – and the fourth quarter delivered a doozy of an October surprise. President Trump has the coronavirusOn Friday Americans awoke to the news President Trump had contracted COVID-19. Financial markets responded with relative equanimity. After a brief sell-off […]

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COVID TRACKER – UPDATE

Once again there is news from the fear reduction department at 360 Family Office. Two things that stood out this week…the CDC says that for each positive test reported – between 6 and 14 people are also positive. Their best guess is around 23% of the US has already been […]

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