2026 TAX DEVELOPMENTS
Savvy Americans are aware of the impact that taxes have on their wealth. Since July, we have known that the reduced federal income tax brackets were extended indefinitely with the passage of the One Big Beautiful Bill Act. What we did not know was the income ranges those tax brackets
THIRD QUARTER MARKET REVIEW
Equity markets extended their gains in the third quarter, propelling major US stocks indexes to new record highs along the way. Domestic stocks continued their strong run that began in the second quarter after their quick recovery from a volatile April precipitated by President Trump’s trade tariffs. Improving international trade
OWNING AI IN YOUR PORTFOLIO
Artificial Intelligence (AI) is one of the hottest topics in the investing world today, dominating headlines everywhere. There does not seem to be a week that goes by where I do not meet a stranger who asks me, upon learning my profession, “what do you think about buying Nvidia (or
2025 Midyear Review: Volatile Markets Reward Disciplined Investors
US equity markets took investors on a wild roller coaster ride in the first half of 2025 amid notable swings and upheavals precipitated by global trade tariffs and geopolitical tensions. But by the end of the second quarter, investors were rewarded for their patience and discipline with stock market indices
How Does the “One Big Beautiful Bill Act” Impact Your Financial Plan?
On July 4th one of the most anticipated pieces of tax legislation in recent years was signed into law by President Trump. Approaching 900 pages in length the legislation includes a host of tax law reforms and makes the tax cuts in 2017’s Tax Cuts and Jobs Act (TCJA) permanent,
Q1 2025 Market Review
In a reversal of a trend in recent years, more investors sought opportunities outside of the US and moved to International Equities in the first quarter of 2025. Overall global equity markets lost -1.6% in the first quarter as measured by the MSCI All Country World IMI Index. US Equity markets led
Markets Look Forward. Investors Should Too.
Recent tariff announcements and activities have sent shockwaves through global investment markets, unnerving many investors and prompting sharp selloffs in equity markets around the world. Volatility, as measured by the VIX index, has spiked to levels not seen since the Coronavirus Pandemic five years ago.1 But when conditions change and economic uncertainty emerges, volatility is
Phil Bollin Earns CPWA® Certification
Bollin Wealth Management LLC is pleased to announce that Phil Bollin recently earned the Certified Private Wealth Advisor® (CPWA®) designation. The CPWA® designation is the premier advanced certification designed for planners working with high net worth clients in all phases of their financial lives. The CPWA® program delivers a comprehensive educational curriculum on advanced wealth management strategies
Understanding The Social Security Fairness Act
One of the cornerstones of American retirement got a slight facelift recently when Congress passed the Social Security Fairness Act and President Biden signed the act into law on January 5th of this year. The Social Security Fairness Act benefits nearly 3 million public sector employees who previously received
Looking Back On 2024 And Ahead to 2025
As one year ends and another begins, it is natural for investors to reflect on the events of the past year and look forward to what awaits in the new year. There was a lot to digest and discuss in 2024, and 2025 promises to reveal its own twists and
Republicans Or Democrats? Who Is Better For The Stock Market?
The eyes of the nation are focused on November 5th, 2024, as another Presidential Election draws near. Between now and election day, you are likely to encounter dozens of opinions and predictions about the outcome of the election and its impact on the economy, financial markets, and other important matters.
