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1538 The Greens Way, Suite 105
Jacksonville Beach, FL 32250
904.685.1505 info@vanwiefinancial.com
904.685.1505 info@vanwiefinancial.com

Blog

Love the Yellow EV School Bus (at your own risk)

June 7, 2023
Our current Vice President is known for her “sincere” opinions and annoying speaking style. A recurring theme is her love of, and for, a big yellow school bus. Many of us have fond memories of yellow school bus rides, such as attending out-of-town football games on an autumn evening. But most of us are not […]
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IRA No-Nos Revisited

May 31, 2023
In last week’s Blog, we explained potential tax problems arising from the purchase of certain assets in an IRA, only to find out that IRS has disallowed ownership in that form. One recent example involved the purchase of a Non-Fungible Token (NFT), which we explained in some detail. When an asset such as this is […]
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Non-Fungible Tokens (NFTs) – Count Me Out

May 25, 2023
Move over Crypto Currency, there is a new, even harder to understand, “investment” in town. The Non-Fungible Token, or NFT, is even more ethereal than fake money residing in something called a “digital wallet” on a device that is part of a technology called “Block Chain.” Is Crypto actually currency? Not according to the IRS, […]
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Bonds Are Back – Part 3 – Yield Curve Goes Belly-Up

May 23, 2023
It’s official. ZIRP (Zero Interest Rate Policy) is dead. In fact, the Federal Reserve (FED) has raised interest rates to levels not seen in many years. Car and home buyers are getting hit hard, and at this moment the average potential buyer cannot afford a new car. This is a result of higher interest rates, […]
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Bonds Are Back – Part 2 (Learn to Love Them)

May 23, 2023
As we explained last week, ZIRP is an acronym for the Federal Reserve’s Zero Interest Rate Policy, which tends to divide Americans into winners and losers. Borrowers love cheap money, whereas investors and lenders lose their ability to earn a reasonable return on cash and other short-term investments. Frequently heard in our office is the […]
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Bonds Are Back – Part 1 (Why Do We Hate Them?)

May 3, 2023
ZIRP is an acronym for Zero Interest Rate Policy and, until recently, a major component of American economic policy for several years. Through the Financial Crisis in 2008 and the economic shock of COVID-19 in 2000, the Federal Reserve (FED) exercised the ultimate “easy money” stance of lowering interest rates to essentially zero. (I suppose […]
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Senior Workers Abound

April 26, 2023
Americans aged 75 and over are re-entering the workforce in large numbers, with an expected increase of 96.5% by 2030. With 10,000+ people reaching traditional retirement age daily, a large and experienced talent pool is emerging in our economy. Two general categories of post-retirement-age workers are emerging: Voluntary and Involuntary. Voluntary Senior Workers spent a […]
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Learn from Tax Day, 2023

April 19, 2023
Tax Day 2023 has arrived, albeit a little later than usual, due to a calendar-based adjustment. Unless an Automatic Extension has been granted, which is as simple as filing Form 4868, Individual Returns are due by April 18, 2023. Regardless of Extension status, any tax owed from 2022 is also due. Adding insult to injury, […]
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Election Apathy Results

April 12, 2023
“People get the government they deserve,” observed Alexander Hamilton, long before his story hit Broadway. Ben Franklin also chimed in. When asked what kind of government the Founders had given the people, he responded, “A Republic, if you can keep it.” Franklin’s classic line is often disputed, but the conclusion is obvious. Starting in the […]
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1538 The Greens Way, Suite 105
Jacksonville Beach, FL 32250
904.685.1505info@vanwiefinancial.com

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Van Wie Financial is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site for informational purposes only and should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security or advisory service in any jurisdiction where such solicitation, offer, or recommendation would be unlawful or unauthorized. The information provided should not be relied upon as the sole factor in an investment making decision. Past performance is no guarantee of future results.