The holiday season is upon us, and with that often comes a desire to give back. Whether through volunteering your time, sharing your expertise, or donating resources like clothing, food, and money, there are many ways to support the communities…Read More
Behind every AWM advisor is a dedicated team of investment professionals meticulously looking at each client account and watching for opportunities to improve our clients investment performance, while making sure their strategy is followed to a tee. Two of the…Read More
The IRS and Social Security Administration have released key numbers for 2026, including new federal income tax brackets, a higher standard deduction, bigger retirement and HSA contribution limits, and updated Social Security benefits and wage caps. In addition, several provisions…Read More
December is a good time to review deadlines for contributions, distributions, charitable giving, and account updates. Many account actions must be completed before December 31 to count for the 2025 tax year, and processing times can vary depending on the…Read More
The much anticipated One Big Beautiful Bill Act (OBBBA) was signed into law on July 4th, 2025. The new legislation is an extension of the 2017 Tax Cuts and Jobs Act (TCJA) making many of the provisions permanent. It also…Read More
While tax season may be behind us, thoughtful income tax planning is a year-round effort—and a critical piece of long-term financial success. Reviewing your completed tax return reveals inefficiencies and missed opportunities from the prior year. However, navigating a complex…Read More
When the headlines scream tariffs, investors flinch—and markets tend to lurch. That’s exactly what happened recently as new tariff announcements triggered a sharp decline in the U.S. stock market. But what’s really going on? Let’s unpack it. Who Actually Pays…Read More
Imagine you’re baking a cake, but instead of carefully measuring the ingredients, you you overdo it on sugar to appeal to your inner child. The cake might taste okay at first, but it’s not balanced—and eventually, it could collapse or…Read More
An Individual Retirement Account (IRA) is one of the most common assets to inherit. By some estimates, $84 trillion of assets could move from older generations to younger generations in the next two decades. If you inherited an IRA, it…Read More
It is generally an exercise in futility to ascribe a single issue to a decline in market prices, particularly on a day-to-day basis. The raft of policy measures being proposed and the speed with which they’re being implemented by the…Read More
