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Category: Q3

Q3 Economic Commentary

By Lineweaver Financial Group
July 10, 2017 Category • Q3, Economic Commentary

Following the strong start to the year, additional positive performance slowed in the second quarter as markets digested a tremendous amount of economic and geopolitical news. However, despite elevated levels of uncertainty throughout global financial markets, returns overall remain robust year-to-date. A few highlights from the second quarter: U.S. Equity markets added to gains from earlier in the year at a slower pace as compared to the first quarter. Economic data was mixed and overall GDP results fell short of expectations. Despite uncertainty, corporate earnings were stronger than anticipated which helped push equity markets to new highs. International equity markets were positive during the quarter and outperformed their domestic counterparts. Economic data in Europe continues to come in better than expected, and could be signaling a period of sustained growth. Emerging Market equities posted some of the strongest gains of all in countries such as China, India, and Brazil,

2017 - Q3 Healthwatch

By Lineweaver Financial Group
July 10, 2017 Category • Healthwatch, Q3

3 Tips For A Healthy Summer Its finally summer! Something we wait for all year in Cleveland. And, while you should definitely take some time to have fun, recharge, and spend time with family and friends, here are three health tips that will help you have a healthy summer! 1. Eat More Berries - An easy way to improve your diet this summer, is to have a cup of mixed fresh berries every day. Theyre full of antioxidants, which may help prevent damage to tissues and reduce the risks of age-related illnesses. Theyre also high in fiber, which helps keep cholesterol low and may even help prevent some cancers. 2. Drink alcohol for your heart! Ok, this one comes with a caveat. No one needs to be encouraged to have a drink during the hot summer months, but dont overdo it. Research shows that drinking alcohol in moderation defined as about two drinks a day can help protect against heart disease. 3. Plant a garden - Gardening is a great way to reduce stress. It helps you focus, beautifies

2016 Tax Planning and Updates

By Lineweaver Financial Group
October 11, 2016 Category • Tax Planning, Newsletter, Q3, Lineweaver

There are some proven tax planning tips that can be applied each and every year. They are highly effective and proven to minimize your tax bill. Here is a brief highlight of the tax planning maneuvers you should be considering for 2016: 1)Defer Income: Income is taxed in the year it is received. Consider deferring year-end bonuses from employers to 2017 if that income will place you in a higher tax bracket in 2016. If you are self-employed, you may consider delaying billings until late December so that the payments are not received until 2017. Also consider accelerating income into 2016 if you will be in a lower tax bracket in the current tax year. 2)Charitable Deductions: You may wish to consider donating appreciated property (stocks or property) in lieu of cash. You achieve the double tax benefit of deducting the contributed asset at Fair Market Value and avoiding paying the capital gains tax on the built-up appreciation. 3)HSA: Consider setting up and contributing to a Health Savings

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