Explore key year-end tax planning strategies for 2025, including Roth conversions, charitable deductions, tax-loss harvesting, and new provisions under the One Big Beautiful Bill Act.
It’s no surprise that we’re receiving more client questions about gold than ever before. The recent buzz is largely due to its surging performance. Since January 1st, an ounce of gold has appreciated 31%. Pair this with 13% and 27% returns in 2023 and 2024, respectively, and the asset seems shinier than ever.
Today’s workers are implored to contribute to their 401(k)s – and for good reason. The practice is rooted in a simple concept. Workers deduct, contribute, and invest a portion of each paycheck automatically. The 401(k) portfolio ideally grows over time with minimal thought or oversight until retirement. But what happens when a crisis interrupts this rosy picture?
