Reading Time: 3 minutesNovember is typically a time when people make charitable donations to causes they care about. Here are the most common questions we get about how to give charitably in a tax-efficient way. Just a reminder that we are not CPAs. Nothing herein can be interpreted as tax advice; if you require guidance specific to your […]
Are you giving to charity this November? Read More »
Reading Time: 3 minutesWith the market indices becoming increasingly top-heavy due to the run up of a select few tech names, it is not uncommon for us to get questions like this: “Help! I have 10% of my portfolio in XYZ stock! What do I do?” In this month’s newsletter we are going to cover how to handle
Portfolio concentration strikes again! Read More »
Reading Time: 2 minutesRecent economic trends display no cause for concern. But we aren’t waving the victory flag just yet. Weakness in jobs data may indicate murmurs of trouble on the horizon. Glassner Carlton September Market Outlook The July jobs report showed cause for some concern. The unemployment rate is currently 4.2%, up slightly from the month prior,
Glassner Carlton September Market Outlook Read More »
Reading Time: 2 minutesReading Time: 2 minutes The potential income tax changes of the One Big Beautiful Bill Act are a subject of curiosity for many Americans. Here are the points we believe will have the most impact. Extension of TCJA 2017 tax rates The Bill would make permanent the lower tax rates that were initially put into place by
What does the Big Beautiful Bill mean for me? Read More »
Reading Time: 3 minutesCognitive decline is a sad condition that many families are challenged by, and our hearts go out to all those affected. If you or a loved one are experiencing this, here are some things you can do that will help make the task of managing your finances easier despite the obstacles that prevail. Know the
Managing cognitive decline Read More »
Reading Time: 1 minuteLiberation Day, which occurred last month, and its economic effects are the question on everyone’s mind. In this month’s newsletter we review what the experts say about the major ways the tariffs are likely to have an impact. Here are the key points. Tariffs may come and go, but like all forms of political uncertainty
Liberation Day and what it means for your portfolio Read More »
Reading Time: 2 minutesThis year has been unlike the last few recent ones in terms of heightened market volatility, despite economic fundamentals staying solid. Despite the bearish sentiment, we see resilience in the economy and we believe recession fears are still unfounded at this point. Hang on tight, take a deep breath, and relax! Here are our thoughts.
Market volatility – take a breath and exhale! Read More »
Reading Time: 4 minutesJust when you thought the waters could not get any frothier, the tax laws are changing in 2026! Read this article to learn about the sunset of the estate tax exemption and what it may mean for you. Before we get started, you may want to check out these financial planning blogs we’ve written: Filing your
Get ready for the 2026 estate tax changes – everything you need to know! Read More »
Reading Time: < 1 minuteIdentity theft and financial fraud can happen in seconds and take years to remediate. The best cure is prevention. Here are some steps you can take to protect yourself. Secure your digital footprint Use the following tips to protect yourself online. Exercise caution with sensitive information Shred sensitive documents, and keep any file cabinets locked.
Don’t be a Victim of Identity Theft! Read More »
Reading Time: 4 minutesMost people assume that when it’s time to retire, they’ll be desperate for every dollar they can scrounge up. It’s a pleasant surprise when someone finds themselves at the point when they have to take Required Minimum Distributions (RMDs) – age 73 in 2025 – but they don’t actually need the money to support themselves.
Yikes! I had to take RMDs but I don’t need the money yet! Read More »
