TO DO: Confirm your beneficiaries on all of your accounts.
IRAs, 401(k)s, and individually owned accounts. Many people intend to review or adjust beneficiaries, but time is of the essence with these designations. https://t.co/osKpPH7Ppn
Athletes & entertainers: Want to give back and get tax benefits? From foundations to scholarships, here are 6 smart ways to make an impact: https://t.co/j31wo81WAl
#WealthManagement#FinancialPlanning#BeverlyHills#Malibu
At Runyan Capital, we draw on behavioral finance research by Kahneman and Thaler to help clients stay grounded when markets get noisy. Losses often feel twice as painful as gains feel rewarding, which is why a disciplined, long-term strategy matters.
Some of the most successful investors don’t look the part. They focus on consistency, risk management, and thoughtful planning. Why? Because simplicity, done well, is powerful. True wealth often grows quietly, with discipline at the core.
New tax law means big changes for student loans & 529 plans. Caps, cuts, and new repayment rules could reshape how families fund education.
Learn what’s changing & what it means for you: https://t.co/j31wo81WAl
#College#Finance#BeverlyHills
"How to Win Friends & Influence People" is a great guide to connection, empathy, and leadership.
It's a good read for anyone who wants to lead with influence and build lasting relationships.
#BeverlyHills#Malibu#Columbia
We believe building wealth should feel simple and intentional, not like another task on your to-do list.
Recurring contributions are an easy way to reduce friction and keep your goals moving forward. See how you can benefit: https://t.co/E3vbd8iz13
One paperwork mistake cost an Ohio family $1.5 million in estate taxes. The IRS says the rules were clear, but are they?
Here’s what high-net-worth couples should know about portability and protecting their legacy. Click to read m https://t.co/0I1Sx55OzO
Wealth isn’t just built, it’s protected through discipline.
At Runyan Capital, we tailor portfolios using behavioral insights and a client-first approach. After all, Discipline Makes the Difference®.
Connect with us today: https://t.co/E3vbd8iz13
Recurring contributions do more than build consistency; they reinforce discipline.
Even high-net-worth investors benefit from automating good habits, especially when markets get noisy. Because, as we always say, Discipline Makes the Difference®.
#Finance
Markets recovered, but did your risk tolerance?
Risk isn’t just math. It’s personal. Check out this recent Forbes article to explore the Grow, Protect, Give, Live framework to realign your portfolio.
📖 Read more: https://t.co/j31wo81WAl
A #529Plan is a smart, tax-advantaged way to grow capital for future education, whether for a child or grandchild.
At Runyan Capital, we tailor strategies that align with your broader wealth goals and legacy. Visit our website to learn more.
#College
Wealth planning doesn’t have to be complicated. At Runyan Capital, we simplify the process so you can focus on meaningful progress toward your goals.
When your strategy is clear, your momentum builds. Learn more: https://t.co/nNPLfE7SJw