With another election on the horizon, it’s no surprise that many of our clients are feeling nervous. The constant stream of headlines predicting market doom or dramatic economic shifts depending on who wins can leave even the most seasoned investors questioning their strategy. But while concerns about political change are understandable, it’s important to remember that markets—and disciplined investors—have navigated turbulent times before. Understanding Election-Year Anxiety A common fear among investors is that a change in leadership could trigger a financial crisis, or worse, send the economy into a tailspin. Whether it's concerns over new policies, rising taxes, or market…

Welcome to the Dollar Wise Podcast. Jason Gabrieli is joined by Andrew Barnhardt from the HFM team as they explore tax strategies related to charitable giving, focusing on the benefits of Qualified Charitable Distributions (QCDs) from IRAs. The discussion covers how changes in the tax code impact charitable deductions, who can benefit from QCDs, and key considerations when planning your charitable contributions. This episode is designed to help listeners optimize their charitable giving while maximizing tax benefits.Tune into this episode to also learn:  How changes in the standard deduction impact your charitable contributions. The eligibility criteria and benefits of…

In this episode, Jason Gabrieli is joined by Brittany Tedesco from Bratton Law Group to discuss what really happens when someone passes away and what that experience is like for those left to handle things.  Most people are familiar with the importance of having a will and estate plan before they pass away, but the reality is that there’s other considerations that could be made ahead of time to make this difficult and emotional process as smooth as possible.  Whether you’re someone who is dealing with a loved one’s passing or it’s important to you that this burden is minimized…