Treybourne Blog

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Budgeting – It’s Not as Scary as it Sounds

Have you been putting off creating a budget because it seems overwhelming and scary? Creating a budget doesn’t mean that you have to cut out the things you enjoy or track every dollar you spend. Rather, budgeting helps you to align your spending with what you value most. So where do you start? There are many tools available to make budgeting easier. The spending and budgeting feature of eMoney is one valuable tool offered to Treybourne Wealth clients. Using a budgeting tool, like eMoney, allows you to electronically link your spending and saving/investing accounts, and place your transactions into the appropriate categories. eMoney will recognize repetitive transactions and categorize them for you going forward. Once you have transactions categorized, you can see at a glance where your money is going. From here, you can begin evaluating your spending/saving habits and make adjustments when creating your budget. eMoney is not the only...
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Year-end Tax Planning Ideas

As we approach the end of the year, we thought we would put together some year-end tax planning ideas for you to consider.  This list is not intended to be exhaustive.  1.)    Mutual Fund Distributions: review the size of planned distributions at year-end. Treybourne Wealth Planners (TWP) is in the process of reviewing the distribution estimates for mutual funds that you may hold.  We are reviewing to see if it might be worthwhile to sell out of the fund before the distribution record date.  This would allow our clients to avoid the distribution and related tax where these funds are held in a taxable account.  We will also avoid purchasing new mutual funds where large distributions are anticipated.  2.)    Capital gains: reduce your liability through tax loss harvesting TWP is in the process of reviewing taxable accounts for holdings where an unrealized loss may exist.  We will analyze whether there is...
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2016 Election Results

Mr. Donald J. Trump is slated to be the 45th President of the United States of America.  Mr. Trump clearly won the electoral vote yet lost the popular vote.  Mr. Trump and his party will have full control of the Senate and the House.  Short-term political market reactions should be met with skepticism.  We all experienced the initial impact of Brexit earlier this year, and we all experienced the relatively rapid recovery.  A victory for Mr. Trump was not priced into the markets at their close on Election Day, and it seemed the markets called the election results first with their rapid sharp declines (which did not last) as the results were unfolding. Markets are pragmatic and fundamental and find their way to a fair pricing.  An idea Mr. Trump spoke during his campaign is not an executed idea at this point, and we typically do not see quickly being the...
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609 Treybourne Drive, Suite B
Greenwood, Indiana 46142
Phone: 317-881-6670 (press 2)
Fax: 317-887-5692
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