Year-End Tax Considerations for GE Executives
If you're a GE executive, taxes can be complex. Read our latest article for a few considerations before the year’s end.
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Q4 2025 Market Update
How Q4 2025 market performance and year-end trends may impact your investments. Matt Held is a financial advisor with Clarity Wealth Management based in Cincinnati, OH.
Smart Year-End Financial Moves to Consider in 2025
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.
The Top 4 Tax Issues for Executive Employees
For C-suite employees, taxes can get complicated. Our latest article explores four major tax issues to consider. Read now!
Sophisticated Strategies for Today’s Executive Investor
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 Update
Q3 2025 market shifts impact your investments. Matt Held is a financial advisor with Clarity Wealth Management based in Cincinnati, OH.
