A Weaker Dollar vs. a Dollar Crisis: How to Think About Both
Concerns about the U.S. dollar usually fall into two categories. One reflects normal currency cycles. The other reflects fear of a true currency crisis. They…
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2025 Market Review: Global Diversification Delivers
U.S. stocks rose 17.15% in 2025, marking another solid year—but this time, it was international and emerging markets that led the way. Developed markets returned…
2025-2026 Contribution Limits for Retirement Accounts
Retirement and savings account contribution limits are rising for 2026, alongside a new rule affecting how higher-earning workers make catch-up contributions. The chart below summarizes…
Mega Backdoor Roth Contributions: A Powerful Strategy for High Earners with Solo 401(k) Plans
When it comes to maximizing tax-advantaged retirement savings, high earners often encounter barriers—contribution caps, income thresholds, and limited access to Roth accounts. The traditional backdoor…
New Senior Tax Deduction Under the One Big Beautiful Bill Act: What It Means and How to Plan
One of President Trump’s campaign promises during the 2024 election cycle was to eliminate taxes on Social Security benefits. While the One Big Beautiful Bill…
Tax Planning Opportunities Under the One Big Beautiful Bill Act
The One Big Beautiful Bill Act (OBBBA) introduces a host of tax changes beginning in 2025. While some provisions are temporary and others phased in,…
The Speed of Markets and the Resilience of Companies: Lessons from Q2 2025
If you only looked at where markets ended in June, it might appear to have been a relatively non-eventful quarter. Stocks finished higher, bonds posted…
Evidence-Based Investing Meets Tax Efficiency: A Smarter, Layered Approach to Growing Your Wealth
When it comes to building long-term wealth, a solid, evidence-based investment strategy is one of the best ways to put the odds of long-term investment…