As the year draws to a close, now is the perfect time to take proactive steps to maximize your tax refund and minimize your tax burden for the upcoming year. Whether you’re an individual or a small business owner, there are simple yet effective strategies you can implement to ensure you keep more of what […]

With just days to go until the presidential election on November 5, polls suggest it will be a close race between former President Donald Trump and Vice President Kamala Harris. Both candidates are campaigning hard in swing states, and investors may be worried about how either outcome might affect their portfolios. Given the intense political […]

With the presidential election season heating up, there will no doubt be a flurry of daily headlines between now and election day on November 5. A rematch between Joe Biden and Donald Trump seems inevitable with Trump currently leading many presidential polls among registered voters while Biden is raising and spending more campaign funds. Although […]

As everyone settles into their post-Labor Day routines, it’s a good time for investors to reflect on markets and review their financial plans for the rest of the year. August began with the sharpest market declines in two years, but major indices have rebounded with the S&P 500 only a fraction of a percent from […]

Introduction Investing and financial planning can seem intimidating to those who have never ventured into the realm of personal finance. However, with the right guidance, anyone can learn how to build a solid financial foundation for the future. In this blog post, we’ll cover the basics of investing and financial planning for beginners, including setting […]

How can I minimize taxes when I sell my business? When you’re planning to sell or transfer a profitable business, taxes are almost always one of the trickiest points of negotiation. After all, a business sale is like any other—whether you’re scoring a big haul or getting less than you’d hope, money is still money. […]

Investors and the financial media tend to focus on macroeconomic concerns such as inflation, labor markets, and the Fed. While these topics are important, history shows that the economy and markets grow over long periods of time due to technological innovation and gains in productivity. It’s for this reason that recent developments in artificial intelligence […]

Should I consult a financial advisor if I recently inherited money? An inheritance can be a pleasant boon, even if it comes amidst grief and mourning. However, a sudden influx of cash could drastically change your financial situation, giving you unexpected responsibilities. A financial advisor could help you make sense of your newfound wealth, suggesting […]

Our Investment Philosophy: A Smart Mix of Investments Protect, Protect, Protect Before you choose to work with a financial professional, it is important to understand their investment philosophy. This philosophy should act as a set of guiding principles whose threads are carefully woven through all of their client relationships.  The basis of our philosophy is […]

Let Our Team Help You Take Control of Your Financial Future At Quraishi Law Firm & Wealth Management, we believe a solid financial plan serves as a tool to help you live your best life. When you’re confident your assets are protected and you’re saving enough to meet your long term goals, you’re better equipped […]

3 Myths About Working With Financial Advisers That Could Cost You Money Getting the right advice about money isn’t always easy. While the internet provides a convenient way to research individual retirement accounts, business savings strategies, and estate plans, turning financial strategies into financial realities can be time-consuming and exhausting. Although a growing number of […]

As the year comes to a close, it’s crucial to take a step back and review your investment portfolio’s performance. Conducting a year-end review not only helps you assess your investments’ profitability but also allows you to make informed adjustments to ensure a prosperous future. At Quraishi Law and Wealth, we understand that strategic planning […]