FROM THE DESK OF ANDRÉS
Articles

4 views on one big beautiful bill
Now that President Trump’s One Big Beautiful Bill Act has been signed into law, investors are turning their attention to the impact that the massive tax and spending legislation could have on the U.S. economy and financial markets. Among many other provisions, the law...

School’s In. Thank a Teacher!
In my part of the country, it’s back to school time. Made me think back to my childhood. (Where we started school AFTER Labor Day!) As some of you may know, my father, Alberto Romero, was a college professor and high school teacher. I am also blessed to have my...

Opportunity investing in companies that cater to mass-market consumers
Beyond the tech company segment, a new stock segment appears to be en vogue according to Matt Hochstetler equity portfolio manager at Capital Group… As a kid growing up in Lawrence, Kansas, I started a lawn mowing business to earn extra money while attending school....

Seven Takeaways From a Dizzying Week For Markets
Last week was one for the ages in terms of the number and magnitude of events and data points for investors to digest. A Federal Reserve (Fed) meeting, the monthly jobs report, and the peak week of earnings season would be enough to qualify as a busy week. But add in...

Why security could be a durable investment theme
Against a backdrop of war in Ukraine and the Middle East, as well as a global trade war, nations are redefining their relationships with allies, rivals and trading partners to bolster their national security. Companies that can innovate and meet rapidly evolving...

What the megabill means for wealth planning
With President Donald Trump’s signature on the One Big Beautiful Bill Act (OBBBA), the federal government has provided some much-desired consistency around the direction of tax policy. The sprawling bill has so many components and areas of impact that it’s worth...

Updated 2025 Key Financial Data – Important Mid-Year Changes
Earlier this year, we sent you our annual Key Financial Data card to help you stay current on tax limits, retirement thresholds, and other important planning numbers. Normally, that card remains unchanged for the full year—but there is always the chance of mid-year...

Is your financial plan keeping up with your practice growth?
Congratulations you've worked hard to get to where you are in your career! Now, let’s make sure you're getting the most out of everything you're putting in. After working with dentists for over 20 years, we’ve seen how impactful it is when their personal financial...

Revenge of diversification
Happy July! We are now in the second half of 2025. Q2 2025 investment markets, overall, have performed positively with the exception of small company stocks. (See far right “YTD” Column). Q2 quarter’s performance was led by international developed market stocks (DM...

Happy 4th of July
"Courage is not the absence of fear , but the capacity to act despite our fears." ~ John McCain We will be closed tomorrow, July 4, 2025. We hope everyone has a safe and happy holiday weekend. We look forward to serving you when we return! Schedule a Meeting
Tax Ideas

The GREATEST Tax Benefit Available! If You Qualify… 😉
A health savings account (HSA) may be the best tax-beneficial tool you can use. Health Savings Accounts are triple-tax free, so if eligible to contribute, make the most of it! Tax advantages include: Tax-free or tax-deductible contributions Tax-deferred earnings in...

Due to NEW Tax Legislation, Reviewing Your Beneficiaries has Become VITAL!
As we have mentioned before, the new tax legislation is making things harder for beneficiaries of retirement plans. First let’s review retirement account (RA) beneficiaries in general. All retirement accounts, like IRAs, 401k’s, pensions, etc., must have a named...

Tax Rates Set to Expire. Are YOU Ready?
Many of the Tax Cuts and Jobs Act (TCJA) of 2017 provisions which reduced income taxes for all of us are set to expire December 31, 2025 if congress does not vote to extend them. Given the poor job the US Congress does to take action and the historically high US debt:...

Charitable Contributions from IRAs
The Pension Protection Act of 2006 first allowed taxpayers age 70½ and older to make tax-free charitable donations directly from their IRAs.

Donor-Advised Fund
A donor-advised fund offers an easy way for a donor to make significant charitable gifts over a long period of time.
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