News Pathfinder in the News

The intersection of politics and economics is always complex, usually polarizing, and at times distressing to navigate. Over the decades, a prevailing notion has emerged that presidential elections exert a significant influence on the stock market, with outcomes triggering shifts in investor sentiment and market performance. This article delves into the historical relationship between US presidential elections and the stock market, exploring the patterns, myths, and realities that have shaped this complex interaction.

Crafting a personalized financial plan tailored to retirement needs is crucial for ensuring financial stability and a comfortable retirement. Outlining strategies for saving, investing, and managing expenses, in a financial plan can help pre-retirees optimize their resources and make informed decisions for a confident and enjoyable retirement.

As a business owner, navigating tax regulations is crucial for financial optimization. You have the advantage of strategically planning both personal and business taxes, impacting long-term plans. Strategic tax planning minimizes tax liabilities and maximizes available incentives. Here are 9 tax planning moves for business owners to enhance financial well-being.

The SECURE Acts of 2019 and 2022 have had a notable influence on the retirement industry, introducing various changes that impact individual retirement accounts (IRAs). These acts have implemented both mandatory and optional alterations. Some changes include additional nonelective contributions for SIMPLE IRAs, Increased SIMPLE deferral and catch-up contribution limits, and more.

The SECURE Acts of 2019 and 2022 have had a significant impact on the retirement industry. These acts have introduced a range of changes, some of which are mandatory while others are optional. Check out some of the changes as they pertain to retirement plans.

On September 8th, the IRS announced that it will be increasing its focus on the wealthy and away from working-class families. Depending on which of these classes you find yourself, this could be good news or bad news.

Most working Americans know the two most common retirement account types (Traditional IRAs and Roth IRAs) and the differences in the two; however, there are financial planning strategies that allow individuals to bypass Roth limits and build up after-tax assets, such as Roth IRA Conversions (Roth Conversions). This Back to Basics article explains the benefits and rules of Roth conversions, as well as provides real-world examples.

The past few years have been anything been ordinary, and as a result, we have been experiencing unsettling times in the financial markets and the economy in general. While many of the challenges we have faced recently have been unprecedented in our lifetimes, how many people have reacted to these conditions follows common mistakes inherent in human personalities. In this article, we will explore some of the most common behavioral finance missteps that financial professionals face, in good and bad markets.