Blog
Preparing for the Tax Cuts and Jobs Act Sunset at the End of 2025
While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by...
Read More
The Evolving Advisor
The investor community is evolving. Investors are becoming more curious and informed, and because of this, they need more transparency from their advisors on costs and investment selections.
Read More
The Impact of SECURE 2.0 in 2024 and Beyond
SECURE 2.0: Changes Going Into Effect in 2024 Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade. It contained important changes designed to help investors save more and be better prepared...
Read MoreThe War on Israel: Assessing the Effects
We are devastated by the tragic events unfolding in Israel catalyzed by the horrific Hamas attack over the weekend. Apart from questions about the human impact of these shocking acts, you may question what this means for markets....
Read MoreA Year-End Financial Checklist
Time to Think About Year-End Financial Strategies As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set up your finances for 2024. Economically speaking, we are now in a much...
Read MoreShow All
AI's Role in Shaping Our Tomorrow: A Look Ahead
Answering your questions on AI and explaining ways it might impact our future. When was AI first invented? How will AI transform U.S. industries? Will AI create a disruption in my career? How will AI change how I interact with my advisor?
Read More
Golf and Investing
Just like in golf, investing has its ups and downs. Here's how to stay the course and stick to your plan.
Read MoreTop 10 Questions High Net Worth Individuals Ask About Social Security
Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. We've...
Read MoreUnderstanding the September Effect: What It Is and Why It Happens
If you ask the average investor which month is the most volatile for the stock market, they will probably say October. It's a reasonable answer, but it's incorrect. Despite October's reputation for market-defining events like the...
Read MoreDon't Get Hooked: A Guide to Recognizing and Avoiding Phishing
As financial professionals, we understand how vital it is to safeguard your personal and financial information. Unfortunately, in our increasingly digital world, cybersecurity risks, such as phishing attacks, have become a prevalent...
Read MoreMoney Tips for Parents Sending Children Off to College
You’ve done a great job teaching your children vital life lessons and instilling values that will last a lifetime. As summer ends and a new school year begins, one thing that shouldn’t be overlooked, especially for...
Read MoreBuilding Your Legacy
Creating your legacy does not happen overnight, and it doesn’t come without strategy and hard work.
Read MoreThe 6 Biggest Mistakes DIY Investors Make and How to Avoid Them
Over the last several months, I have met with quite a few self-proclaimed do-it-yourself (DIY) investors who, after struggling with the markets in 2022, approached me asking for a second opinion. Interestingly, almost every...
Read MoreRetrospect Volume III
In the third edition of our semi-annual market and firm review we discuss recent news within our team, where we see the market heading, how our investment process works, the effects of artificial intelligence, and more..
Read MoreHow the SECURE 2.0 Act Changed 529 Plans
Changes to 529 plans in the SECURE 2.0 ActThe SECURE Act was initially passed by Congress at the end of 2019 and was intended to improve retirement savings opportunities. It was a big deal at the time and the most significant piece of...
Read MoreTop 7 Most Common Estate Strategy Mistakes (and How to Avoid Them)
Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones. However, not preparing for the transfer of your assets can lead to...
Read MoreLiving Trusts: Understanding the Basics and Key Considerations
Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes.One popular tool that can be used in estate strategies is...
Read MoreTrying to Time a Recession?
Economies move in cycles – always have, always willThe Federal Reserve has been steadily increasing interest rates in an attempt to slow the rate of inflation. Its efforts are yielding some results, although inflation remains...
Read MoreTop Considerations to Help Adult Children Be Better Prepared As You Age
As we get older, it’s important that our adult children are prepared to manage any aging-related situations that may arise. This includes everything from having to make medical and financial decisions to determining assisted...
Read MoreA Checklist for When a Spouse or Parent Passes
When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a...
Read More2023 Market Outlook
THE LATESTThe volatility that the market experienced in 2022 is likely to continue, but our outlook for 2023 has improved. The Fed is trying to thread the needle between slowing growth enough to curtail inflation while at the same time...
Read MoreRetrospect Volume II
As our first full year at Olistico comes to an end, we wanted to provide another update on the state of the market and some of the events going on within our team. Click below to read Volume II of “Retrospect”.Click Here to...
Read MoreOur Thoughts on Inflation
OUR EXPECTATIONSInflation in 2022 is set to peak at its highest level in four decades, but we think there’s less cause for concern in 2023 and beyond. High demand during a period of easy-money policy combined with supply chain...
Read MoreNovember Market Outlook
WHERE WE WEREThe month of October tends to be the most volatile month of the year with more 1% or greater moves in the market than any other month. Thankfully, those moves have resulted in October being the third best performing month...
Read MoreOctober Market Outlook
WHERE WE WERESeptember is historically a rough month for the stock market, and this year was no different. Fears of rising interest rates, high inflation, and downgrades in analyst earnings estimates have continued to shock equities...
Read MoreSeptember Market Outlook
WHERE WE WEREAugust was characterized by the conflict between Fed rhetoric and the prevailing market narrative, as investor sentiment swung from cautious optimism to anxiousness for an uncertain future.The market continued its...
Read MoreA Guide to Estate Planning
Have you taken the time to create an estate plan? If not, you’re far from alone. Only 46% of U.S. adults currently have estate planning documents, according to a survey by Gallup. For those under the age of 50, the figure is even...
Read MoreAugust Market Outlook
WHERE WE WEREJuly saw the market rally as we observed the S&P 500 index soar +9.1%, signaling the greatest monthly gain since November 2020. This comes despite worrisome reports surrounding inflation and GDP growth which saw rates of 9...
Read MoreRetrospect Volume I
To celebrate Olistico’s first year, we wanted to update everyone on the state of the market and some of the exciting events going on within our team. Here is Volume I of “Restrospect”.Click Here to Read Retrospect...
Read More7 Money-Smart Tips for Young Professionals
Today’s young professionals face a variety of challenges when it comes to money management, from consumer prices rising by 8.5% this year to continued stock market volatility. This can make it difficult to create successful...
Read More