How Earnings Announcements Affect Stock Prices
Earnings announcements are one of the most significant events in investing, often causing sharp moves in stock prices and influencing broader market trends every quarter. At their core, earnings reports reveal how much money a company made, what it expects to make in the future, whether it …
How Do Qualified Charitable Distributions Work?
Qualified Charitable Distributions (QCDs) can be a powerful tool for clients aged 701/2 and older who are interested in optimizing charitable giving while also improving their tax situation. When used correctly, a QCD allows IRA owners to directly transfer up to $105,000 (2024limit) per yea …
Arizona Tax Credit Reminder for 2025
Arizona offers several state tax credits for 2025, and we want to ensure everyone is aware of the opportunities available. Charitable Tax Credits: QCOs and QCFOs For tax year 2025: Qualified Charitable Organization (QCO): Up to $495 for single, head of household, or married filing separa …
One Big Beautiful Bill Tax Changes
The One Big Beautiful Bill Act, signed on July 4th, 2025, brings some sweeping changes to the U.S. tax code. There are updates that can shape financial planning strategies for years to come. Here are a few of the main highlights that advisors and tax filers should know: Permanent lower tax …
How to Find Your Financial Freedom: A Guide for Every Stage of Life
Financial freedom is more than just a buzzword—it is the ability to live life on your own terms, free from constant financial stress. If you dream of an early retirement, world travel, or simply want confidence about your future, pursuing financial freedom is possible with the right mindset …
Corporate Transparency Act (CTA) Reporting Requirements for LLCs and Corporations
The Corporate Transparency Act (CTA), which went into effect on January 1, 2024, requires new reporting obligations on limited liability companies (LLCs), corporations, and other similar entities. The stated reason of the CTA is to combat illicit activities such as money laundering and tax …
2024 Market Performance Over a Presidential Cycle
As a financial advisor, I thought it would be timely to discuss how the market has historically performed over each elected President’s four-year term. In the first year, we usually have an adjustment period that often sees modest market performance. The average return on S&P 500 was ar …
Stressors of Retirement
By Bruce Eisenhauer, Financial Advisor I’ve recently met with people who are contemplating retirement within the next few months – some by choice and design and some who are facing retirement (or the prospect of starting a new career) because their jobs were outsourced. And though these peo …
What Does “Find Your Freedom” Mean to You?
By Bruce Eisenhauer, Financial Advisor Our partnership recently rolled out a new brand promotion, entitled “Find Your Freedom.” As we attended our annual conference, I started to ponder what “Find Your Freedom” means to me. I think it is a great question and it takes on many angles …
Living Life as Opposed to Simply Existing
Living Life as Opposed to Simply Existing By Bruce Eisenhauer Financial Advisor When I take the time to think about the people who have had a most profound impact on my life, I realize that they all have some commonalities. They all strive to help others, and they all live life to the fullest.
