Bryce Schuler, CFP, Author at Independent Wealth + Business Advisory

Author: Bryce Schuler, CFP

Can Financial Planning Tools & AI Shape Your Future?

Financial planning software generates projections based on an individual’s circumstances and goals. Key inputs include income, assets, debts, and spending plans. Just as important are the qualitative factors that shape financial decisions - retirement timing, life expectancy, and estate planning objectives.

Digesting the Election, Markets, and the Next Four Years

November 5th marked one of the most pivotal elections in recent memory. Donald J. Trump’s victory validated some, antagonized others, and left many puzzled about the next four years. These are the consequences of a fierce campaign cycle that featured lofty promises from both candidates. Investors are now tasked with a nearly impossible question: What lies ahead?

Year-End Tax Planning Tips

2024 has been a year of uncertainty. The world endured several surprise wars, a jittery economy, and an indecisive Federal Reserve. Headlines wavered between impending doom and potential boon. Our two Presidential candidates espoused divergent visions of our country’s future. Even fundamental economic principles, such as the relationship between growth and inflation, were called into question.

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Can Financial Planning Tools & AI Shape Your Future?

Digesting the Election, Markets, and the Next Four Years

Year-End Tax Planning Tips