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    Brace Yourself for Future Taxes
    April 30, 2024
    Brace Yourself for Future Taxes
    As we roll out of tax season, I always take a few moments to reflect on the questions and concerns that clients express during the tax preparation process. One of the most common questions is “how have taxes changed?” For 2023, the response was for the most part a simple answer of nothing has really...
    Rumble or Relief: Navigating the Ring of Inherited IRAs
    April 25, 2024
    Rumble or Relief: Navigating the Ring of Inherited IRAs
    In 1974, the boxing world witnessed a legendary match between George Foreman and Muhammad Ali, known as the “Rumble in the Jungle.” Ali, stripped of his heavyweight title for opposing the Vietnam War draft years earlier, sought to reclaim his glory against Foreman, the undefeated champion. Concurrently, the financial industry experienced a significant shift with...
    The Pitch of Financial Success
    April 16, 2024
    The Pitch of Financial Success
    Opening day in baseball and setting personal financial goals both signify fresh starts and the pursuit of possibilities. Establishing clear financial goals, whether it’s saving for a dream vacation or retiring comfortably, sets the stage for future achievements. Success in baseball and finance isn’t just about individual efforts but the synergy of a well-rounded team....
    The Mutual Fund Turns 100 Years Old
    April 1, 2024
    The Mutual Fund Turns 100 Years Old
    Every story has a beginning, and this is the story of the mutual fund. Today, they are ubiquitous in 401k plans, with most workers using them to build a retirement nest egg through small investments from each paycheck they receive. These investments are divvied up into various fund accounts, which, in turn, are diversified into...
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    Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.