We offer financial planning to increase your wealth, lower your taxes and fees, and improve your investment performance. Powered by @ecohencpas @bancroftbill
In the latest @impactcapllc blog, we provide an overview of #TrumpAccounts, the underlying tax implications, viable #financialplanning alternatives for your beneficiary, and the “$191,000 Question.” Learn more: https://t.co/hBnzg0oacj #OBBBA
In the latest installment of @impactcapllc’s Three Market Themes quarterly research report, we focus on the performance of the “Magnificent Seven” stocks, small capitalization stocks, and an updated look at federal interest rates. Learn more: https://t.co/QBgYC3GT1f
In the latest installment of @impactcapllc’s Three Market Themes report, we focus on the importance of portfolio diversification, the market performance of Gold, and the general health of the market as measured by the advance-decline line. Learn more: https://t.co/QBgYC3GT1f
Late last year, the IRS announced various adjustments to #retirement plan and annual #gifting limitations for 2026. In @impactcapllc's latest blog, we provide an overview of the key #takeaways from their announcement – read it here: https://t.co/nwJVM3jlq7 #financialplanning
In @impactcapllc’s latest blog, we focus on historical fourth-quarter stock market performance, the appeal of non-U.S. stock market assets, and all-time stock market highs. Read more: https://t.co/DYk1pfcFU7
#MarketTrends#Investments#WealthManagement
In @impactcapllc’s latest blog, we will be focusing solely on the personal tax implications of The One Big Beautiful Bill signed into law by President Trump back in July and what new key provisions taxpayers should be on the lookout for. Learn more: https://t.co/4RLFrxX1rF
In the latest installment of @impactcapllc’s Three Market Themes report, we focus on the positive returns across all types of investments, the risks in today’s #stockmarket & the drawbacks of wealth management clients working w/ active fund managers: https://t.co/yV2NTOIQUZ
In the latest installment of @impactcapllc’s Three Market Themes report, we focus on U.S. Dollar-denominated assets, the diminishing hype surrounding #Bitcoin & the importance of maintaining a diversified #stock portfolio in uncertain economic times: https://t.co/0Xn35lNMrt
In @impactcapllc’s latest market update, we explore #trends relating to U.S. stocks w/ #market capitalization greater than USD $1 trillion, the recent volatility of #technology stocks & the performance rate of actively managed funds over time: https://t.co/JsNk8Vso2y
Late last year, the IRS announced various adjustments to #retirement plan and annual #gifting limitations for 2025. In our latest blog, we give the rundown on the key #highlights from their announcement – read it here:https://t.co/faf4Ik7IEr #FinancialPlanning
In @impactcapllc’s latest blog, we explore the market trends that led to the Federal Reserve’s decision to lower interest rates by 0.50%, the potential impact of cutting interest rates & what we may expect next in terms of interest rate forecasts: https://t.co/uwHTQhI8SR
In the latest installment of @impactcapllc’s Three Market Themes report, we focus on the top performing stocks in the #SP500, whether their market performance may begin to stall & what we can learn from falling #inflation rates. Check it out here: https://t.co/CE6OgqAqrF
The typical investor’s biggest problem tends to be a lack of patience. But the key to successful investing is taking steps towards steady growth & exercising patience over the long term. Learn more by reading @impactcapllc's latest Chart of the Month blog: https://t.co/ZhYiBGsHp6
In the latest installment of @impactcapllc’s Three Market Themes report, we focus on the warning signals from bonds, the performance of commodities & the performance of gold: https://t.co/G6asfR5UpJ
In the latest installment of @impactcapllc’s Three Market Themes report, we focus on the importance of #diversification, the intermarket correlation btwn stocks & bonds & the contrast in #market performance under each major political party: https://t.co/R7POclHSMe
The IRS recently announced various adjustments to #retirement plan and annual #gifting limitations for 2024. In our latest blog, we give the rundown on the key #takeaways from their announcement – read it here: https://t.co/bNBlrc1K8O #financialplanning
Putting the current stock market rally in context. Moves outside the bands tend to snap back in the other direction in the short-term. This is not a recommendation to sell. Follow the plan and timeframe that is appropriate for you.