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5 Important Tax Considerations for Your Financial Planning
Albert Einstein reportedly once told his accountant, “the hardest thing in the world to understand is income taxes.” This observation from the Nobel Prize-winning physicist remains relevant today, as our
What the DeepSeek Moment Means for Investors
In the 1940s and early 1950s, computers were the size of buildings and used vacuum tubes – large glass tubes that were fragile and consumed enormous amounts of power, generating
How Behavioral Science Helps Us Avoid Financial Traps
When it comes to managing investments, investors can be their own worst enemies. Behavioral finance research has revealed how emotional and cognitive biases can lead investors to make financial decisions
3 Reasons Investors Can Be Thankful This Holiday Season
After a historic year, investors have much to be thankful for this holiday season. Despite periods of uncertainty around the Federal Reserve, the presidential election, and geopolitical conflicts, the stock
President Trump’s Election Victory and Investing
After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half the country, this is a cause for celebration,
Economic & Market Commentary Q3 2024 – 5 Insights on the Fed, Election, and Volatility in Q4
As we begin the final quarter of the year, financial markets and the economy have defied many investors’ expectations. Rather than falling into recession, the economy has grown steadily, albeit
2025 Tax Countdown: How Expiring Tax Cuts Will Impact High-Income Earners
By Bijan Golkar, CFP® and Hanah Bjorklund
As 2024 comes to an end, it’s time to talk about the Tax Cuts and Jobs Act (TCJA).
How Corporate Earnings Support the Market Rebound
Financial markets have been resilient in recent weeks, almost fully recovering from the swings experienced at the beginning of August. Major stock market indices are once again approaching all-time highs,
How to Invest for Retirement Amid Market Uncertainty
From President Biden’s announcement that he will not be seeking re-election, to a rotation out of tech stocks and into small caps, recent events have added to market uncertainty. The
How Technological Innovations Impact the Stock Market
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
Shinise Tactics for Financial Prudence in Business and Family
I was listening to a podcast featuring Howard Marks from Oaktree Capital. Howard talked about Shinise companies. In Japan, Shinise are long-established businesses that have been in operation for a
How Earnings Can Guide Investors in Difficult Markets
With markets nervous about stubborn inflation, a gradually slowing labor market, and the timing of the first Fed rate cut, investors are more focused on this corporate earnings season than