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.
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…
From Real Estate to Retirement
FROM REAL ESTATE TO RETIREMENT How a 1031 Exchange powered their move from landlord to Retiree, providing more income and less stress. Sometimes it’s hard to quantify the work that I do for clients—measuring outcomes from financial planning can be a tricky thing. Sure, I can track income tax savings or investment portfolio growth, but…
Trumps New Tariff Policy
TRUMP’S TARIFF TIRADE What a week it has been—actually, what a whirlwind the last 48 hours have been! Given recent developments, I wanted to share my thoughts with clients and friends of EntryPoint Wealth Management. My goal is to offer some perspective that may help you navigate these changes with a more positive outlook. I’ve…
Quarterly EntryPoints Q4 2023
Quarterly EntryPoints: Q4 2023 Hopefully you have enjoyed a great start to 2024 and are progressing on your journey to pursue your life goals and build wealth. Many of the themes we saw at the end of 2023 have continued into the new year. We plan to pay close attention to geopolitical concerns, The federal…