Insights blog
Wealth management news and analysis
Insights
Latest articles
Get the latest wealth management tips and trends from our library of articles and resources.
Articles by topic
Blog
As the year draws to a close, it’s time to start integrating tax-smart strategies into your financial plan for the upcoming tax season. Effective tax planning can help you minimize your tax burden, maximize your savings, and enhance financial success into 2025 and beyond.
Blog
Every year, the IRS announces adjustments to tax brackets to account for inflation. Given the blazing rates of inflation in 2021, 2022, and 2023, many taxpayers may have become accustomed to significant bracket adjustments. However, with inflation cooling during 2024, the newly announced adjustments are smaller than those of recent years.
Blog
As the U.S. presidential election approaches, tax policy is a critical topic for voters. The candidates’ tax plans not only reveal their broader economic ideologies but also provide insight into how they will manage issues like income inequality, economic growth, and fiscal responsibility. To help you understand where each candidate stands, here we compare the tax policy plans proposed by Vice President Kamala Harris (D) and former President Donald Trump (R).
Blog
Understanding capital gains tax is essential for savvy investors. If you're aiming to maximize your returns, you need to know when you'll encounter capital gains taxes and how to deal with them.
Blog
Passed in 2017, the Tax Cuts and Jobs Act (TCJA) made several massive changes to tax laws that were intended to provide millions of Americans with significant tax savings.