RESOURCE CENTER

The Roseline Group Resource Center provides insight into the areas of tax, financial planning and investments; reports on current developments; and shares information about our culture and team.

RESOURCE CENTER

The Roseline Group Resource Center provides insight into the areas of tax, financial planning and investments; reports on current developments; and shares information about our culture and team.

Second Quarter 2018 Market Perspective

US equities significantly outperformed international equities in both developed and emerging markets in the second quarter of 2018. Domestic stocks outpaced foreign stocks by 6.2% in the quarter, bringing the 10-year performance gap between US and foreign stocks to...

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Stock Options – Same Day Sales

A stock option allows (but does not obligate) an employee to buy a specified number of shares of stock from a company for a specified price during a specified period of time. There are two categories of stock options. Nonstatutory (nonqualified) stock options....

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Get MORE Out of Your Charitable Contributions

There are countless reasons people give to charity every year, from wanting to help out a good cause to not forgetting the help they’ve received in years past to just plain feel-ing good about it. Of course, the tax benefits are nice too! In some instances, those tax benefits can be better than you might think. What is it?

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First Quarter 2018 Market Perspective

For the first time in ten quarters, most global developed equity markets declined in value for the period ending March 31, 2018. The-tech heavy NASDAQ was able to advance, along with emerging market equities.  The year began with rampant optimism around equities as...

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New Tax Law

The new tax law, commonly called the “Tax Cuts and Jobs Act,” is the biggest federal tax law change in over 30 years. Below are some significant changes affecting individuals and businesses. Note: Except where noted, the changes are effective for tax years beginning...

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Estate Tax (Form 706)

At death, all property of the decedent is included in the gross estate for estate tax. Taxable gifts made after 1976 are added to the total. The estate is allowed deductions for funeral expenses, administrative expenses, decedent’s debts, and state death taxes. Most...

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Fourth Quarter 2017 Market Perspective

2017 proved to be a rewarding year for risk-based assets. Global equities and precious metals performed well; commodities broke a multi-year losing streak. Momentum was strong at year-end for each of those markets, and that strength has continued into early 2018. U.S....

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Third Quarter 2017 Market Perspective

The Federal Reserve stopped creating new money more than two years ago. Since December 2015, it has lifted the funds rate by 100 basis points from zero percent.  However, the Bank of Japan and Bank of England picked up the Fed’s slack and continued printing. Global...

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The Roseline Team Volunteers at FeedMore

Very proud of our employees who volunteered in the FeedMore Community Kitchen this morning! Great job helping to get meals out for thousands of children, seniors and homebound individuals across Central Virginia. For more information about FeedMore,...

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Second Quarter 2017 Market Perspective

Interest rates have been a primary tool of global central bankers in their effort to lift asset prices. Globally, interest rates bottomed over the last 12-24 months. Any continued rise will certainly get the attention of markets and policy makers. Governments (and for...

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Duty voted Super CPA for 13th time

Jim Duty, a partner and founder at The Roseline Financial Group, was voted a Super CPA in Virginia Business magazine's 2013 annual report. This marks the 13th time that Jim has been voted a Super CPA by his fellow professionals throughout the Commonwealth. This year,...

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