As we reflect on the past year, we are proud to share the growth our firm has experienced, a direct result of the trust and partnership we have built with each of you. Your confidence…
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Fortress Wealth Planning | Year-end Considerations
With year-end deadlines quickly approaching, now is the time to review your financial and tax strategies. To help you prepare, we’ve highlighted a few key items to consider before January 1st to ensure you’re making…
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**Election Special** | Fortress Wealth Planning
As elections approach, speculation about their impact on financial markets intensifies. However, the election results are only one of many factors shaping market behavior, and short-term volatility often arises from a complex mix of economic…
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September Newsletter | Our Top 3 Underrated Planning Strategies
As we enter the final quarter of 2024, it’s a great time to explore some often-overlooked tax planning strategies. September and October are ideal for this, giving you a few months to implement these strategies…
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Mitigating the Impact of the “Widow Tax”
Financial planners often use the term Widow Tax to describe the situation where a surviving spouse inherits tax-deferred retirement accounts from a deceased partner, potentially leading to a substantial tax burden. This issue primarily arises…
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August 2024 Newsletter | 8 Key Themes to End 2024
As we enter the final weeks of summer, we wanted to share a concise update on eight key themes we’re currently focusing on in the financial markets, along with the strategies we’re implementing as we…
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June Newsletter | S&P 500 – an increasingly concentrated index
US equities have pleasantly surprised this year. Large-cap stocks in the US have shown impressive performance in 2024, particularly with the S&P 500 rising by nearly 15% since the beginning of the year (*as of…
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Why Beating the S&P 500 Isn’t the Goal: Focusing on Your Investment Outcomes
Understanding the Limits of Index Comparisons In the financial industry, there is a pervasive focus on benchmark-relative performance, particularly against the S&P 500. However, there is little education about how indexes are constructed, and this…
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Are Roth 401(k) Contributions Worth it?
Due to the SECURE Act 2.0 passed in 2023, more employers now allow employees to make Roth contributions to their retirement plans (401(k), 403(b), 457, SEP, SIMPLE, etc.). This change is driven by a new…
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May 2024 Newsletter | Concentrated Stock Ownership Challenges
US equities have been exceeding expectations this year. The performance of US Large-cap stocks has largely been fantastic in 2024, with the S&P 500 up almost 10% since the start of the year (*as of…
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