Quarterly EntryPoints Q4 2025: Understanding Mixed Economic Signals
Record highs, rate cuts, and a cooling job market—here’s what investors should know heading into the final quarter of 2025.
What Government Shutdowns Mean for Your Investments
Government shutdowns make headlines, but history shows they rarely shake the markets — here’s why investors should stay focused on the bigger picture.
Unlocking the Power of a 1031 Exchange: A Smart Move for Real Estate Investors
The 1031 Real Estate Exchange is a powerful strategy to defer capital gains taxes, keep more of your equity, and position you for retirement.
What the Fed’s Rate Cut Means for Everyday Investors
WHAT THE FED’S RATE CUT MEANS FOR EVERYDAY INVESTORS There’s a well-known investment rule called “don’t fight the Fed” that started in the 1970s. This rule means that the Federal Reserve’s decisions about interest rates can greatly affect the stock market and economy. So investors should pay attention to what the Fed does. But it’s…
Strategies to Reduce Income Taxes in Retirement
Strategies to Reduce Income Taxes in Retirement A core philosophy at EntryPoint Wealth Management is to reduce our client’s income tax paid throughout their lifetimes. Advising clients on their tax situation is often considered a no-go subject in the financial industry. However, I feel the first step in providing quality advice to clients is understanding…
Buying a Home: Interest Rate Changes
Buying a Home: Interest Rate Changes In the past few months, I have been engaged by a handful of clients for help regarding a real estate transaction. The decision to sell a home and embark on a new chapter–especially during retirement–is a significant milestone with unique financial considerations. Mortgage Interest Rates have dramatically increased…
3 Thoughts on Preparing for Retirement
3 Thoughts on Preparing for Retirement Retirement is what you make it. That said, the magnitude of planning for retirement is often underestimated. It requires you to reevaluate and adjust your outlook on life–both positively and sometimes negatively. Throughout my career as a financial advisor, I have helped thousands of clients transition from working into…