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Insights

Our articles are meant to share ideas that are practical, actionable, and easy to read without too much financial jargon. 




Smart Tax Prep Tips for a Smooth Filing Season Thumbnail

Smart Tax Prep Tips for a Smooth Filing Season

Tax season is here, and this year we wanted to share a few less-known tips to help you stay organized, protect your identity, and maximize your savings. Your security is our top priority, so this is at the top of our list. To prevent tax-related identity theft, we highly recommend setting up an Identity Protection PIN (IP PIN).

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Tariffs and the Stock Market: A Delicate Balancing Act Thumbnail

Tariffs and the Stock Market: A Delicate Balancing Act

The imposition of tariffs, essentially taxes on imported goods, is a frequently used tool in international trade. Imagine a toll booth on a highway. Cars representing imported goods must pay a toll (the tariff) to enter the country. This makes it more expensive to bring those goods into the country, encouraging people to use domestically produced goods ...

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Elmwood Wealth: 2025 Market Outlook Thumbnail

Elmwood Wealth: 2025 Market Outlook

We enter the new year with several investment themes that stand out and will help shape our investment strategy moving forward. Though there are additional factors to take into consideration, we feel these noted below have the potential to be the most impactful on 2025 investment returns. Executive Summary: 1) Domestic stock markets look poised for positive gains again in 2025. The most attractive returns we expect will revolve around a more diverse set of companies, particularly those that are smaller in size.

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The Gift Of Flexibility Thumbnail

The Gift Of Flexibility

If you’re looking to give back and maximize tax benefits, but also want some flexibility in where and when your donations go, a Donor-Advised Fund (DAF) account might be the perfect tool for you. Think of it as a charitable giving account with a little more control and a few perks. Imagine this: you contribute to a DAF, get an immediate tax deduction, and then … you have options! You don’t have to decide right away which charities will receive the funds.

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Don’t Drop The Ball Before The End of The Year Thumbnail

Don’t Drop The Ball Before The End of The Year

As pumpkins and falling leaves lead us into the last quarter of the year, it’s time to check in on your finances to ensure you’re on track, as well as make smart adjustments for the new year. #1 – Maximize your retirement contributions. Review your YTD contributions and consider maxing out your 401k or 403b, contributions prior to year-end. The 2024 401k/403b contribution limits are $23,000 (plus a $7,500 catch-up contribution for ...

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