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Blog

Douglas Flynn 01122023
Doug Flynn | Jan 3, 2023

Don't Miss Out on These 5 Commonly Overlooked Tax Deductions

2023
Tax Planning
Tax Preparation

When you own a business, you get to deduct business expenses from your business income. This general rule applies, subject to certain limitations, whether you

Read More
Douglas Flynn 01262023_0
Derrick Stubblefield | Jan 3, 2023

Debt Snowball vs. Debt Avalanche: The Cold Hard Facts

2023
debt

What would you do if you didn't have a single monthly payment each month on debt? No car, credit card bills, student loans, or even a house payment! Living a

Read More
Douglas Flynn 01032023_0
Derrick Stubblefield | Jan 3, 2023

Are You Fiscally Fit? 5 Ways to Check the Health of Your Wealth

2023
Financial Health
Health

Just as it is important to be physically and mentally fit, it is also important to be fiscally fit. Fiscal fitness is not only about how much money you earn or

Read More
default blog image
Derrick Stubblefield | Dec 19, 2022

Historic Year For Central Bank Activity

2022
Federal Reserve
Market Commentary

The Federal Reserve (Fed) wrapped up its last Federal Open Market Committee (FOMC) meeting of the year last week, where it hiked short-term interest rates for

Read More
DavidFlynn_WMC_85_14
Derrick Stubblefield | Dec 12, 2022

December Is Down But Not Out

Economic Review
Market Commentary

Despite the S&P 500 Index starting December with five consecutive days of losses, we think December is down but not out. December often starts slow but

Read More
Douglas Flynn 12152022_0
Derrick Stubblefield | Dec 9, 2022

Key Numbers 2023

2023
Tax Planning
Tax Preparation

Start preparing for the upcoming tax season by reviewing Key Numbers 2023 which provides tax reference numbers at a glance.

 

Content in this material is

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Douglas Flynn 12292022
Derrick Stubblefield | Dec 1, 2022

A Path to Setting and Reaching Your 2023 Goals

2023
Financial Goals
Goal Setting
Goals

What if you focused on your system instead of just your goals?

Setting goals for a new year can feel overwhelming.  We all know that resolutions don’t last

Read More
Douglas Flynn 12082022
Derrick Stubblefield | Dec 1, 2022

Clone of Top Year-End Investment Tips

2022
Year-End

Three tips on year-end giving

  1. You may be able to sidestep capital gains taxes and get a deduction by making a charitable donation of securities that have
Read More
Douglas Flynn 12012022
Derrick Stubblefield | Nov 30, 2022

IRS Increases 401(k) Limit By Record

401(k)
IRS

As inflation soars, you can now save a lot more for your retirement.

On October 21st, the Internal Revenue Service (IRS) announced that the amount individuals

Read More
DavidFlynn_WMC_85_13
Derrick Stubblefield | Nov 23, 2022

Playbook for a Fed Pivot

2022
Federal Reserve
Market Commentary

Recent inflation data has tempered expectations for future Federal Reserve tightening, including a potential peak in the terminal rate near 5.0% in May or June

Read More
DavidFlynn_WMC_85_12
Derrick Stubblefield | Nov 15, 2022

High Inflation and Rising Rates Supported Value in 2022

2022
Economic Review
Market Commentary

The growth vs. value debate has been pretty one-sided in 2022, with value outperforming growth for a sustained period for the first time in almost 15 years

Read More
Douglas Flynn 11222022
Derrick Stubblefield | Nov 15, 2022

Long-Term Care: Understanding Your Options

2022
Long Term Care

Over the next 50 years, the age 85 and older population is expected to be the fastest growing segment of society. Unfortunately, along with aging, the chances

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Investment advice offered through Flynn Zito Capital Management, LLC, a Registered Investment Advisor. Securities offered through LPL Financial, member FINRA/SIPC, and separate entity from Flynn Zito Capital Management. 

The LPL Financial Registered Representatives associated with the website may only discuss and/or transact securities business with residents of the following states: CA, CO, CT, FL, GA, IN, MD, MI, NC, NH, NJ, NY, PA, SC, TX, VA. The Flynn Zito Capital Management, LLC Investment Advisor Representatives associated with this website may discuss advisory services with residents of the following states: CA, CO, CT, DE, FL, GA, LA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TX, VA. Additional states available upon request.

Flynn Zito Capital Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Flynn Zito Capital Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Flynn Zito Capital Management, LLC unless a client service agreement is in place.

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