Publications, Insights & News

As 2024 comes to a close, global financial markets are facing key shifts that will shape 2025. From a resurgence of confidence in U.S. stocks to the rise of decentralized finance (DeFi), the landscape is evolving rapidly. In this article, we’ll explore five critical trends, including tech companies staying private longer, central banks grappling with inflation, and the ongoing green energy transition. Stay informed and learn how these developments may impact your investment strategy moving forward.

Holiday gifting is about spreading joy—but have you considered the tax implications? Learn how to navigate the IRS annual gift tax exclusion, reduce your taxable estate, and ensure your generosity aligns with your financial strategy. Don’t let surprises dampen your holiday spirit—read our full guide now!

Are you ready for year-end tax planning? Savvy investors know that proactive strategies now can lead to meaningful savings later. From maximizing retirement contributions to harvesting capital losses, discover how you can finish 2024 strong and step into the new year with confidence. Don’t miss our comprehensive guide to navigating year-end taxes!

As retirement planning continues to evolve, so do the tools and features available to employees. In this article, we dive into the emerging trends reshaping 401(k) plans, from automatic enrollment and personalized investment options to the rise of ESG investing. We also explore the integration of financial wellness tools, health savings accounts, and blockchain technology. With these innovations, 401(k) plans are becoming more efficient, secure, and adaptable to the changing needs of the modern workforce. Learn how staying informed about these developments can help improve your retirement saving strategy.

The end of the year is the perfect time to assess your financial situation and take action to ensure you're ready for next year's tax brackets. From deferring income to maximizing contributions, explore six actionable strategies to optimize your tax planning. Ready to make smarter financial moves?

Are you prepared for Required Minimum Distributions (RMDs)? These mandatory withdrawals from retirement accounts can impact your taxes and long-term savings. In this article, we explain what RMDs are, and strategies to manage them effectively. Learn how pre-retirees can take proactive steps to minimize tax burdens and optimize their retirement income.

As the year draws to a close, post-retirees have unique opportunities to fine-tune their tax strategies. From leveraging charitable giving to taking a closer look at Roth IRA conversions, now is the time to ensure you're making the most of your financial plan. In this article, we explore actionable year-end tax moves tailored for retirees—helping you reduce your tax burden and enhance your financial well-being as you head into 2025.

As retirement nears, rebalancing your portfolio is essential to reduce risk, align with your goals, and ensure steady income. It helps adjust your investments to preserve wealth and protect against market volatility. Learn how this critical step can secure your financial future.