Market Perspectives, Tax Planning Insights, and Financial Planning Resources
Market Perspectives
Geopolitical Tensions & Your Portfolio
The conflict between Israel and Iran has raised concerns in global markets. While the humanitarian impact is most important, here’s what investors should know:
- Markets may react with short-term volatility, but history shows they often rebound over time.
- Oil prices spiked initially, but remain within recent ranges—energy markets are the main economic transmission point.
- Safe-haven assets like gold and the U.S. dollar have gained, though Treasury yields rose instead of falling.
- Long-term financial goals should stay the focus, despite near-term uncertainty.
Tax Planning Insights
Need a Quick Financial Reference?
Keeping track of key financial figures can be a challenge—especially when some change annually and others stay the same. To make life easier, you may use the two-page Important Numbers guide.
This quick-reference resource includes commonly used tax and planning figures such as:
- Federal tax brackets & long-term capital gains rates
- Social Security earning limits & taxation thresholds
- IRMAA surcharges & Medicare premium brackets
- Retirement and IRA contribution limits
- Education credits, HSA limits, and more
Financial Planning Resources
Are Your Goals Still Aligned With Your Financial Plan?
Even small life changes can shift your financial priorities. Use our Master List of Goals to reflect on what matters most—whether it’s retirement, healthcare, legacy planning, or personal growth.
