With new tariffs in place and market volatility on the rise, many people are asking: What does this mean for my portfolio and long-term plan?
In this timely conversation, Josh Whelan sat down with Russ Martin, Senior Portfolio Manager at City National Rochdale, to break down what’s driving today’s uncertainty — and how investors should respond. We cover:
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Discover how business owners can legally pay their children and build tax-free wealth for kids using a simple yet powerful strategy involving Roth IRAs, tax deductions, and compound growth.
Blog Post and Transcription: https://www.bloomwoodcapital.com/post/mastering-tax-bracket-management-smart-strategies-to-reduce-your-tax-bill
Apple Podcast Version: https://podcasts.apple.com/us/podcast/wb9-tax-bracket-management/id1778522619?i=1000698330454
Spotify Podcast Version:https://open.spotify.com/episode/7Lhz1TpG4TgWFYIhMvGtRF?si=8fc2523f1b284876
Well, he’s done it.
And by him, I mean President Trump.
And by it, I don’t mean tariffs.
I mean forcing me to write about politics, which deserve to be kept separate from investment conversations, but Wednesday’s liberation day announcement (worth watching if you haven’t) took a 2 by 4 to separating politics from your portfolio. Whether that lasts…
The way real estate professionals manage their finances directly impacts their bottom line. When commercial property owners and…
Paris Williams , CEO and co-founder of Next Level Financial , recently joined The Success Partner Podcast with host Daya Naef to…
International stocks are having a moment – a brief, but long overdue moment anxiously awaited by investors. Historically, U.S. and international stocks have taken turns outperforming, and you’ve benefited from owning both.
Source: Hartford Funds – US and International Markets Have Moved in Cycles
However, the U.S.’s decade plus outperformance left investors questioning diversification (I covered the reasons why the…
Architectural and Engineering firms face unique financial pressures in today’s economy. Rising labor costs, delayed client payments, and…
The S&P 500 dropped 10% between February 19th and March 13th (it’s now down 8.5% from the peak). By itself, that’s not newsworthy since the average intra-year decline for the S&P 500 is 14%, we haven’t had a correction since 2022, and the S&P 500 had gotten very expensive.
But to many this feels different and worse: policy chaos, weaker…
Unfortunately, there’s no Wednesday Reading List this week. I’ve been traveling back-to-back weeks for work, which is rare, and it’s only the second time in the 266 weeks since the blog launched that I wasn’t able to get one out.
Last week I was in a four day meeting with seven other wealth management CEO’s learning from each other, helping…
If you’ve been watching the news lately, you might be feeling uneasy. With new tariffs and stock market swings creating uncertainty, it’s completely understandable to have questions. If you’re wondering how long this will last and what it means for your financial future, you’re not alone.
We’ve been having these same conversations with clients, and we want you to know—we…
