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Monthly market insights, key trends, and financial perspectives from our Reno financial advisors and wealth management team — keeping you informed and ahead of the curve.
Income limits block many high earners from contributing directly to a Roth IRA — but the backdoor strategy keeps the door open. We break down the 2026 limits, the step-by-step process, the pro-rata rule trap, and how the mega backdoor Roth can move $40,000+ per year into tax-free status.
When selling a high-value asset — a business, commercial property, or private stock — the tax bill can swallow a third of your proceeds on Day 1. An Intermediated Installment Sale under IRC §453 keeps that capital working for you instead. We break down how it works and what it could mean for your retirement.
New IRS limits, a major Roth rule change, and smarter ways to maximize retirement savings — especially if you're 50 or older. The SECURE 2.0 Act introduced a "super" catch-up contribution for ages 60–63, and starting January 1, 2026, high earners must make catch-up contributions on a Roth basis in employer-sponsored plans.
March 2025 brought continued turbulence to markets as President Trump's tariff announcements created fresh uncertainty for investors and businesses alike. The bifurcation between AI-driven growth sectors and tariff-exposed industrials created a complex backdrop for portfolio positioning.
Fed rate cut uncertainty, the DeepSeek AI disruption, and elevated valuations in the technology sector — February 2025 set the tone for a complex year ahead. We break down what early trends mean for long-term portfolio construction.
U.S. equities surged to all-time highs following Trump's election victory, Bitcoin crossed $100,000, and household stock allocations hit record levels. We break down what November's remarkable momentum means heading into 2025.
Despite pre-election uncertainty, the S&P 500 posted its strongest year-to-date performance through October of any year this century. The Fed's first rate cut in four years provided further tailwind — and investors who stayed the course were rewarded.
Charles Schwab
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