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Resources for a Sound Financial Life

What Bond Volatility and the Battle Over Fed Policy Mean for Investors Thumbnail

What Bond Volatility and the Battle Over Fed Policy Mean for Investors

Just like in the stock market, greater uncertainty has led to swings in the bond market. These moves, driven by tariffs and a dispute between the White House and the Fed, have pushed interest rates and bond yields higher. While short-term volatility can often lead to unexpected results, it's important to remember that periods like these occur periodically, even if the causes are different each time. For bond investors, especially those who rely on their portfolios for income, the current environment may present both challenges and opportunities for their financial plans.

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Tax Time Tipping Point: Navigating the Sunset of the Tax Cuts and Jobs Act and Year-End Tax Strategies Webinar Review Thumbnail

Tax Time Tipping Point: Navigating the Sunset of the Tax Cuts and Jobs Act and Year-End Tax Strategies Webinar Review

As the end of 2024 approaches, taxpayers and advisors find themselves at a pivotal moment—facing not just year-end planning pressures but also the looming sunset of the Tax Cuts and Jobs Act (TCJA). This sweeping legislation, enacted in 2017, brought significant changes to the tax code, many of which are set to expire in 2025. The countdown has begun, and the time to strategize is now. ClientFirst founder Ed Mahaffy recently held a webinar with estate and tax planning attorney Ashley Gill and CPA Ron Meyers to discuss what is changing and strategies to prepare for tax season.

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