In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we discuss balancing growth and opportunity.
The Social Security Administration (SSA) has announced significant changes for 2025, reflecting ongoing efforts to adjust the program in response to inflation, wage growth, and evolving economic conditions. These updates include a higher cost-of-living adjustment, revisions to the earnings test thresholds, and increases in maximum benefits. Here’s a comprehensive look at the major updates. Cost-of-Living…
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss how to navigate upcoming changes to the social security system.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we highlight the 2025 Federal Reserve Outlook.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we highlight the factors that could shape the markets and economy in 2025.
Jackie Reeves, Director of Retirement Plan Services at Bryn Mawr Capital Management, discusses the impact of the Chevron case, which previously allowed agencies like the Department of Labor to interpret ambiguous laws. The Supreme Court’s 2024 decision overturned this, limiting agency authority, and leaving future regulations open to legal challenges unless Congress gives clearer instructions. Tune in for guidance on navigating these changes.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss how to navigate 2025 tax policies.
As 2025 approaches, policy shifts under a new Trump administration are taking shape. For investors, understanding the new tax, healthcare, and retirement landscape is crucial to navigating the future. Here are some of the most impactful potential policy changes and how they may influence your financial planning. Tax Reform One primary goal is the continuation…
At year-end, we recommend rebalancing portfolios back to strategic asset allocations and maintaining a diversified, flexible approach to navigate the evolving economic and market environment.
As the year draws to a close, it’s the perfect time to review effective tax strategies. Watch our insightful webinar where we’ll uncover powerful tax-saving methods that can help you maximize your savings before the end of the year. Whether you are an individual or a business owner, you’ll learn actionable tips to reduce your…
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss surging optimism and continued strength in consumer spending.
In a world where technology drives our daily lives, it is no surprise that we have increasingly placed more value on our digital identities and belongings, also known as digital assets.
As the year draws to a close, retirees need to remember to take their Required Minimum Distributions (RMDs) from retirement accounts. The Internal Revenue Service (IRS) mandates this annual withdrawal for individuals who have reached a certain age, and failing to take it can result in significant penalties. Required Minimum Distributions are the minimum amounts…
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss jobs, JOLTS, and the Holiday Hustle.
Jackie Reeves, Director of Retirement Plan Services at Bryn Mawr Capital Management, explains the forfeiture account in retirement plans, outlining what it is, when it must be spent, and how it can be used, emphasizing the importance of plan document alignment and strategic management.
Despite placing six-figure valuations on their digital assets, Americans are largely neglecting these assets during financial planning
As the year closes, it’s a good time to update your beneficiary designations, which is a vital yet often overlooked step in financial planning. Life changes such as marriage, divorce, and the passing of a loved one can leave outdated beneficiary information on accounts. Failing to update these can create confusion, delay, and even prevent…
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss required minimum distributions.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss the market and momentum in 2024.
As we fast approach the end of 2024, tax planning becomes critical. One strategy that doesn’t always get the attention it deserves is tax loss harvesting. While the term might sound technical, the concept is simple, and when applied correctly, it can yield significant benefits. Let’s break down tax loss harvesting, why it matters, and…
Have you delayed your 2024 charitable giving? Join our webinar for guidance on outlining an impactful contribution plan before the year ends. We’ll explore strategies to ensure your donations are both meaningful and efficient and discuss how to effectively utilize financial planning tools to maximize your contributions and achieve your philanthropic goals. Key Topics:
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss the Fed’s balancing act.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss the investment moves to make before year-end.
Heading into the end of the year, as you contemplate the ramifications of the recent presidential election, prepare your Thanksgiving celebration, and compose your holiday gift lists, it’s a good time to assess your financial foundation. Here are five essential investment moves to consider before the new year. 1. Review and Adjust Your Risk Exposure…
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss the Fed, profits, and the 2025 Outlook.
For many of us, the end of the year is often a mad dash for charitable giving. Before you write that check this December, take time to reflect on how you will gift, the timing, and who will gift alongside you to make your donation most meaningful. There are many ways to give, including the…
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss election aftermath.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease.
This week we discuss end of year tax tips.
It may be hard to believe, but December 31 will be here soon. Now is a great time to review your finances and implement smart tax planning to reduce your tax bill potentially. Here are seven essential strategies to consider. 1. Tax-Loss Harvesting Tax-loss harvesting involves selling investments that have lost value to offset capital…
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss polls, policies and prices.
Join us for an insightful webinar where we’ll explore the evolving landscape of healthcare and unpack key aspects to consider in your overall financial plan.
This week we discuss how to maximize your HSA.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss factors contributing to a cautiously optimistic trajectory.
Many long-term financial plans involve setting a target for a total amount of savings. Sometimes, this target is framed as multiples of income, and other times as a general round number. These goals are helpful in the accumulation phase of our lives, but it is also financially prudent to estimate what your spending might be…
Staying current on the evolving tax landscape is crucial for effective financial planning. Download our Annual Tax Planning Guide and Year-End Planning Checklist to help keep you informed and on track about current tax and legal regulations.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss the strength of U.S. households and manageable inflation.
Since 2003, HSAs have grown in popularity for savings and qualified medical expenses. Contributions are deducted on a pre-tax basis directly from your paycheck, avoiding federal taxes on both the money invested and the growth of the investment.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss a stronger U.S. economy.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss four key strategies for retirement healthcare planning.
Long-term care (LTC) refers to a range of services intended to meet the personal and health care needs of individuals over an extended period. These services can be necessary for anyone who has a chronic illness, disability, or cognitive impairment, such as dementia. As life expectancy increases and medical advancements continue, more people are likely…
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss factors contributing to a cautiously optimistic trajectory.
Healthcare expenses are projected to be the highest spending category in retirement, with a report from the Employee Benefit Research Institute estimating that a 65-year-old couple may need $383,000 in savings to cover their medical costs. It is essential to have a solid plan in place due to the increasing healthcare costs and longer life expectancy.1 …
When the foundation of a structure becomes unstable, everything built on top must adjust or risk collapse. This principle is not only true in construction but also in financial and estate planning. In the United States, financial and estate planning is deeply intertwined with legal and tax codes, which form the foundation for achieving our financial…
As we approach the 2024 U.S. Presidential election, the markets have already shown signs of reacting to the evolving political landscape.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss the Federal Reserve’s recent 50 basis point rate cut.
Election years can bring stock market volatility and increased investor anxiety.
It is often said that the stock market is forward-looking, meaning its growth will depend on how publicly traded companies perform in the future, not the past or present day. More specifically, market returns are driven more by economic trends than election outcomes.
This week we discuss easing election year financial jitters.
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