News & Perspectives

Perspectives on markets and economic conditions in Q4.

The anticipation building up to elections often raises questions about how financial markets will respond. However, the outcome of an election is only one of many inputs to the market. This interactive exhibit from Dimensional examines market and economic data for nearly 100 years of US presidential terms. It shows a consistent upward march for US equities regardless of the administration. This is an important lesson on the benefits of a long-term investment approach.

The last quarter of 2024 is here. Clayton Johnson from Squire Wealth Advisors and Brian Haywood from Buckingham share some insights on the market!

As election season approaches, it’s natural for investors to feel a bit jittery. After all, the stakes are high, and the political landscape can seem like a rollercoaster. But fear not! History shows us that the stock market has a way of marching to its own beat, regardless of who holds the reins in Washington. Let’s dive into reasons to be optimistic and keep your investment strategy steady.

Navigating the U.S. tax system can be challenging for small business owners, but leveraging the Qualified Business Income Deduction (QBID) can lead to significant tax savings. With the QBID set to expire after December 31, 2025, understanding how to maximize this deduction is crucial. In this article, we explore key strategies to help non-corporate businesses optimize their tax efficiency and make the most of this valuable provision before it’s too late.

In recent years, the approach to estate planning has evolved significantly. Historically, much of estate planning focused on moving assets out of your estate to minimize exposure to estate taxes. However, with the current high estate tax exclusion amounts, there's now a shift towards keeping assets within the estate to take full advantage of the step-up in basis rule.