The FPC Blog
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
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
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
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
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
Why Cash Is Not a Long-Term Investment
In times of market uncertainty, investors often seek the safety of cash. This has been true over the past several years as markets have swung
Navigating the Ripple Effects: Oil Prices’ Influence on Inflation, Federal Policies, and Market Dynamics
The stock market has become increasingly jittery, with the S&P 500 experiencing its first 5% pullback of the year. The possibility that the Fed could
Economic & Market Commentary Q1 2024
2024 began with debates over a “soft” versus “hard” landing as the Fed attempted to stabilize the economy, as well as over the sustainability of
California’s High Earners: Facing a Significant SDI Tax Increase: What You Need to Know
California’s implementation of SB951, removing the cap on State Disability Insurance (SDI), marks a significant shift in tax obligations for high-income earners. This legislative change
The Horizon Beyond the Runway: Navigating Success in Investing and Beyond
In the nuanced world of aviation, pilots are taught a lesson of paramount importance as they approach the runway: the instinct to focus on the
Creating an Income Stream in Retirement: Withdrawal Considerations, Taxes, and More
There’s more to a retirement plan than ensuring you’ve saved enough to stop working. Thinking about how to strategically withdraw from that savings is just