Webinars
Is Your Financial Plan Ready for the Tax Cuts and Jobs Act Sunset?
The Tax Cuts and Jobs Act of 2017 is set to expire at the end of 2025, potentially impacting various aspects of your financial plan, including tax brackets, rates, standard deductions, and estate taxes on wealth transfers.
To help you navigate these upcoming changes, we hosted an informative webinar. Watch the replay, where we share our predictions for the potential shifts in 2026 and provide actionable strategies to prepare you and your family.
People Care About Elections. Markets Don't.
With the 2024 Presidential Election heating up, clients often ask how they should approach investing during election years when the markets tend to fluctuate more often.
Fortunately, we have decades of experience guiding clients through these times and access to years of data to decode what really happens to the markets in the run-up to elections. (Hint: it might surprise you!)
Market Update: How to Survive the Markets in 2024
Join Joe Palumbo, CFP®, CPA, Financial Advisor, and Partner at Rowhouse Financial Partners, and special guest Tom Flynn, AIF®, CIMA®, Senior Regional Director at Russell Investments, as they share market expertise and valuable insights into the latest developments in the markets, economy, inflation, and taxes.