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Three Pillars of The Rally 11.20.23
For several months, we have pushed back against calls for a significant, structural decline in stocks based on the idea that there are “Three Pillars” supporting the 2023 rally in stocks and that as long as those pillars...
Read MoreHard Landing vs. Soft Landing Scoreboard 11.20.23
The “hard landing vs. soft landing” question remains the most important one for markets over the medium- and longer-term for this simple reason: If there’s a soft landing, then the S&P 500 is moving towards the...
Read MoreFinancial Missteps to Avoid During a Divorce
Divorce is one of the most stressful life events. Even the most amicable splits can be complicated and emotionally draining. We likely all know couples who have gone through divorce, and it can be a trying time for everyone involved....
Read MoreTechnology Guide for Dementia Patients and Their Caregivers
If you or a loved one has been diagnosed with Alzheimer's disease or any other form of dementia, this can be an extremely challenging time. While promising new treatments are developing and research continues, a cure remains elusive....
Read MorePreparing 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...
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10 Ideas for a Virtual Holiday Party
Many of us have adapted to a world with remote team members and back-to-back Zoom calls with customers spread across the country, which certainly has its benefits. Nevertheless, one drawback is the difficulty of getting together in...
Read MoreThe 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 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 MoreTax-Efficient Investing with Direct Indexing
Investing in the stock market is one of the most popular ways to grow wealth and achieve financial goals. Traditionally, investors have relied on mutual funds, exchange-traded funds (ETFs), or individual stock picking to build their...
Read MoreHawkish Central Bank Surprises Reinforce Recession Fears
The globe watched as Wagner troops left Ukraine this past weekend to confront Russian Military leadership. Much of the world assumed a coup was underway. However, an agreement was made as the troops approached Moskow, and Putin...
Read MoreHealth Savings Account – A “triple tax-free” solution for retirement’s biggest expense.
For most people, medical expenses will be the biggest expense in retirement. According to the Fidelity Retiree Health Care Cost Estimate, a single person age 65 in 2023 may need approximately $157,500 saved (after tax) to cover health...
Read MoreNavigating the AI Revolution: Lessons from History and Considerations for Investors
The impact of Artificial Intelligence (AI) optimism on capital markets has been the significant investment story of 2023 thus far. While each year, one concept or theme seems to grab investors’ attention (and headlines). Cannabis...
Read MoreEnhancing Financial Confidence: Pleasant Street Wealth Advisors Partners with Townsquare Capital
We have some exciting news! At Pleasant Street Wealth Advisors, we are on a mission to help more people have confidence, peace of mind, and clarity in their life. Our goal is to help people spend less time worrying about finances and...
Read MoreInvesting Basics
Investing can be daunting, especially for folks who are just beginning their investing careers. However, with the proper knowledge and approach, investing can be a great way to grow wealth and achieve financial freedom. This blog will...
Read MoreIs a Roth Conversion Right For You?
What is a Roth Conversion?Roth conversions are a strategy that allows savers to decrease their tax burden in retirement. A Roth conversion is when an investor converts a traditional retirement account into a Roth retirement account....
Read MoreTalk to Your Family About Estate Planning
Communication is Key in Estate PlanningNot communicating your estate plan is like not having an estate plan at all.It’s key to communicate to your family the details of your estate plan and the roles they’re going to take...
Read MoreHow Working With A Financial Advisor Can Help You Prepare For Tax Season
Ben Franklin famously said the only two certainties in life are death and taxes. You can’t get out of either of them, but you can certainly make paying taxes less painful.The key is making tax planning a year-long conversation,...
Read MoreStock Options or RSUs: Which one is better?
I had a recent call with a client who received a performance award and had the choice of taking Stock Options or RSUs. Throughout the “great upgrade,” several of our clients have transitioned to companies that offered stock...
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