Looking Ahead to 2026: 7 Important Themes for Long-Term Investors
Learn about the major investment themes shaping 2026, including AI, market valuations, economic growth, and elections—and what they mean for long-term investors.
Year-End Strategies: Four Key Opportunities to Consider
Explore essential year-end tax planning strategies to help reduce taxes, optimize your portfolio, and capitalize on time-sensitive opportunities before December 31.
Year-End Charitable Giving: Strategic Approaches for Maximum Impact
Rising costs, longer retirements, and declining cash yields are redefining retirement in 2025, making a growth-focused plan more important than ever.
Retirement in 2025: Why Inflation, Longevity, and Falling Rates Demand a Growth-Minded Portfolio
Rising costs, longer retirements, and declining cash yields are redefining retirement in 2025, making a growth-focused plan more important than ever.
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…