Finish 2025 strong! Download our comprehensive Year-End Financial Checklist to review taxes, retirement savings, charitable giving, and more. Make sure nothing is overlooked before December 31.
For C-suite employees, taxes can get complicated. Our latest article explores four major tax issues to consider. Read now!
Looking for advanced strategies executive investors can use to manage risk, defer taxes, and diversify without selling stock? Read our new article to learn more!
Q3 2025 market shifts impact your investments. Matt Held is a financial advisor with Clarity Wealth Management based in Cincinnati, OH.
How could the Big Beautiful Bill affect your taxes, healthcare, savings, and other parts of your finances? Read about the biggest changes here.
Markets have surged, stumbled, and surged again in 2025. What’s driving the ups and downs—and what could be next for your investments? Find out in our Midyear Outlook.
