Wealth Management News

As we approach 2025, significant changes to the U.S. tax code loom on the horizon. The Tax Cuts and Jobs Act of 2017 introduced several temporary provisions that are set to expire or revert to pre-2018 levels. This blog post will outline the key changes and provide actionable steps to help you prepare for the […]

For many students, math can be one of the most difficult classes. Fortunately, many of our teachers helped us learn with clever mnemonics. One of the most common mnemonics was “Please Excuse My Dear Aunt Sally” or PEMDAS. PEMDAS (Parentheses, Exponents, Multiplication & Division, Addition & Subtraction) was a savior in math class and helped […]

As the dust settles after the 2024 Presidential Election, United States citizens and the world have eyes on President-Elect Donald Trump. Regardless of where you stand politically, there is often financial anxiety whenever a new president is elected. With the 24-hour news cycle spouting every conjecture and opinion possible, it’s tough to know what’s reality […]

What would you rather have: a million dollars today or a penny that doubles in value for 30 days? At first glance, it seems like an easy choice: take the million dollars today. After all, a 1-cent penny isn’t even worth the 2.1 cents it costs to make the coin. But if you pick the […]

Despite some common misconceptions, estate planning is for everyone, no matter their net worth. However, if you’ve accrued a significant amount of wealth and assets, you should develop a comprehensive and thoughtful estate plan. The more complex someone’s financial situation becomes, the more critical a solid estate plan becomes. Not to mention, an estate plan […]

As another election cycle approaches, investors often wonder how political outcomes might impact their portfolios. It’s natural to feel concerned about potential market fluctuations during these times. However, historical data and market trends suggest that maintaining a long-term perspective is crucial for investment success, regardless of election results. Elections undoubtedly create short-term market volatility. The […]

The Federal Reserve, often simply called “the Fed,” plays a crucial role in shaping the U.S. economy through monetary policy decisions. As we look ahead to 2025, many economists predict potential interest rate cuts. But what does this mean for you, your finances, and the broader economy? Let’s dive into the world of Fed rate […]

While you may focus on filing your taxes once a year, there are steps every investor can (and should) be taking year-round to reduce their future tax liability. Even a few hundred dollars saved each year from taxes can fund other vital endeavors—saving for retirement, padding your emergency fund, paying down debt, and more. Here […]

Like many things in life, bonds seem simple but are far more complex. This short video breaks down several key bond features and explains the role bonds can play in your portfolio. Enjoy the video, and we welcome any questions you may have. The Paradigm Team Disclosure: Since our investment strategies and advice are based […]

Establishing a legacy of financial security and stability for generations is possible. How? With strategic, forward-focused planning.

As you navigate the realm of giving, consider weaving a strategic approach into your planning - one that spans generations and leaves a lasting legacy of compassion and generosity.

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