Each year, the IRS reviews and adjusts specific tax provisions for inflation. Below are the latest updates for the 2025 tax year, including common income, dividend, and capital gain tax brackets. What is your strategy to make the most of these brackets (in 2025 and beyond)?
Here are the tax policies we're watching and what they could mean for the high-earners, diligent savers, and charitable givers with which we work best. Proactive and adaptable tax and financial planning remain essential, especially since political and policy landscapes could shift yet again post-2026.
Tax changes are on the horizon with the "TCJA sunset". Within, we highlight how the rules are scheduled by law to change. Use our Comparison Guide and Personalized Checklist to review how your taxes might change with this major potential revision of tax law. Let's consider these changes together as opportunities to avoid reacting to them later as threats.
An illustrated world review of capital market results in 2023, along with timeless advice for informing 2024 investment decisions.
If there is a universal investment ideal, it is probably this: Buy low and sell high. There exists an unassuming process for doing just that, called "rebalancing," but it is often overlooked for more exciting ideas.
Every year, the IRS evaluates and adjusts certain tax provisions to account for inflation. Below are the latest adjustments for the 2024 tax year - including common income, dividends, and gain tax brackets.
Which specific investment ideas work, and can they be relied upon going forward? Within, we review the most important academic insights that, in aggregate, offer us a clearer pathway with which to navigate the world's daily twists and turns.
Tax savings can be significant by targeting the “Valley of Opportunity” that appears during lower-income tax years. Life tends to present these valleys as predictable opportunities, occurring at certain times and even at specific ages. Make sure you’re prepared to act by “filling up the valley” to avoid leaving your future self, or your beneficiaries, with higher effective tax rates.
Major highlights and an interactive checklist to help you to decipher the SECURE 2.0 Act, a 4,155-page bill enacted on December 29, 2022. Employers and the government play a role in your retirement, but much of the preparation ultimately falls on you. That’s America for you. The good news is, you get to call your own shots. The bad news is, you have to!
An illustrated world review of capital market results in 2022. Stocks had their worst year since 2008, and bond prices fell as inflation reached a four-decade high. Markets may have been down, but history suggests there are brighter days ahead.
Whatever your reason for giving this year, it’s important to be intentional. With a little strategic planning, your existing charitable contributions can go further, while creating tax benefits for both you and your chosen charity. A donor-advised fund can supercharge your existing giving. Here's how.
A report on the rising popularity of direct indexing - what it is and how it works, and if might serve as a solution for managing a prudent portfolio.
Roth accounts offer tax-free growth and tax-free withdrawals. But these benefits can be hard to come by, especially for high earners. Should you consider a tax-free Roth? We’re discussing what you need to know below.
We can all agree that things are getting more expensive. What to do about it is up for debate. In part 2 of our 3-part series, we will discuss the basics of inflation and some things to consider going forward.
The U.S. Federal Reserve raised its target rate recently, hoping to help our economy keep good time. Will it work? Only time will tell. When even a few cogs get jammed, it can stymie the entire operation. Allow us to explain what the Fed Rate is and what it means to you. Part 1 of a 3-part series.
An illustrated world review of selected capital market results in 2021.
There are three certainties in life: death, taxes, and change. Here is an in-depth review of some of the tools and techniques we can use to reduce one of those certainties: your lifetime tax bill (or beyond, through a tax-efficient transfer to heirs).
Did you know there is a difference between "good" and "bad" inflation? Although inflation forecasts remain as fuzzy as ever, here is how investors can best prepare for whatever may happen next.
Are low interest rates here to stay? After analyzing 800 years of real interest rates, a working paper from the Bank of England seems to say so.
An illustrated world review of selected capital market results in 2020.