News & Insights
Explore insights across key areas of financial planning, investing, and wealth strategy.
Latest Insights
How the Housing Market Shapes the Broader Economy & Your Financial Picture
For most households, a home is far more than just a place to live — it is typically their most significant financial asset, their largest monthly...
Why Donating Appreciated Stock May Be More Tax-Efficient Than Selling It
If you own appreciated stock, donating it instead of selling may be a more tax-efficient way to support the causes you care about. By gifting...
Q1 2026 Market Update: Geopolitics, Oil Prices & Volatility
This Q1 2026 market update reviews key trends shaping the economy, including stock market performance, oil price volatility, and shifting economic...
Tax Season Financial Planning: How to Evaluate Your Cash Flow
Tax season is about more than reporting what you earned. It’s one of the best opportunities all year to step back and focus on financial planning....
Can I Create a Roth if I’m Over the Income Limit? – Backdoor Roth IRA: How It Works, Pros & Tax Considerations
A backdoor Roth IRA is a strategy that allows high-income earners to contribute to a Roth IRA by converting a traditional IRA. While it may be a...
Asset Allocation
If you live in or have visited a big city, you’ve probably run into street vendors – people who sell everything from hot dogs to umbrellas – on the...
Retirement Planning
Navigating Tax Law Changes for 2026 Tax Planning
Significant tax law changes taking effect in 2026 may impact retirement contributions, deductions, and Social Security taxation. Understanding how these updates fit into your broader financial plan can help you identify opportunities and avoid unintended consequences.
How to Use a Health Savings Account (HSA) to Maximize Tax Benefits
Many people think of a Health Savings Account (HSA) as simply a way to pay for medical expenses,...
When Life Changes, So Should Your Financial Plan: 5 Key Times to Reevaluate
Life rarely moves in a straight line. Careers evolve, families grow, goals shift—and each of these...
Tax Planning
6 Tax Moves and Planning Tips Before December 31
As the final weeks of 2025 tick by, many of us are already thinking about holiday celebrations, family gatherings, and New Year’s resolutions. But...
Charitable Giving Under the One Big Beautiful Bill Act: What’s Changing in 2026
Charitable giving has long been a core part of many families’ financial and estate plans. Beginning in 2026, the One Big Beautiful Bill Act (OBBBA)...
Year-End Financial Worksheet for High-Earning Professionals: Optimize Wealth & Set Strategic Goals for 2026
The end of the year isn’t just for holiday parties and reflection—it’s also the perfect time to take a strategic look at your finances. For...
Investment Management & Financial Markets
How OPEC, Tariffs, and Record Highs Intersect with Long- Term Investing
Markets continue navigating geopolitical conflict, rising energy prices, and tariff uncertainty. This commentary explores how macroeconomic events influence markets — and why maintaining a disciplined long-term investment strategy remains important during periods of volatility.
How the Housing Market Shapes the Broader Economy & Your Financial Picture
The housing market plays a critical role in both the broader economy and your personal financial picture. From home prices and mortgage rates to household debt and long-term wealth, understanding these dynamics can help you make more informed financial decisions.
Q1 2026 Market Update: Geopolitics, Oil Prices & Volatility
This Q1 2026 market update reviews key trends shaping the economy, including stock market performance, oil price volatility, and shifting economic...
Estate Planning
Tenet’s Top 25 Planning Tips for 2025
Take stock of your cash flow. Spend time reviewing your total income vs. expenses for 2024 and determine: (1) Were you net positive (i.e., you...
Financial Transformation: A Pre-Retiree Couple’s Journey with Tenet Wealth Partners
In the heart of Champaign, Illinois, where the bustling university town meets the serene Midwestern landscape, John and Sarah Thompson found...
Year-End Charitable Giving and Top 5 Strategies Overview
As the year draws to a close, many individuals and families turn their attention to charitable giving. This end-of-year focus on philanthropy isn't...
Cash Flow Planning
Is Your Money Working as Hard as You? A Strategic Approach to Evaluating your Investment Portfolio
Curious whether your investment strategy is truly optimized? This in-depth blog post from Kyle Wetters, CFP® explores five advanced strategies to enhance investment performance through intelligent planning, portfolio review, and fiduciary advice.
What Is Financial Independence—and How Can You Achieve It in 2025?
What does financial independence mean to you? For some, it’s retiring early to travel the world. For others, it’s the ability to cut back on work,...
“One Big Beautiful Bill” Has Passed – Key Tax Changes & What It Means for Individuals, Businesses, and the Deficit
Following extensive deliberations, Congress has enacted comprehensive tax and spending legislation that President Trump signed into law on...
Business Owners / Executive Planning
Cash Balance Plans: A Powerful Retirement Strategy for High Earners
As a high-income professional or business owner, you may be looking for additional ways to save tax-efficiently for retirement beyond traditional...
“One Big Beautiful Bill” Has Passed – Key Tax Changes & What It Means for Individuals, Businesses, and the Deficit
Following extensive deliberations, Congress has enacted comprehensive tax and spending legislation that President Trump signed into law on...
5 Key Market Insights for the Second Half of 2025
At first glance, the initial months of 2025 have presented obstacles for market participants. Between trade tensions and market volatility, along...
Insurance Planning
Creating a Solid Roadmap: A Guide to Planning for Long-Term Care
Addressing long-term care needs is not just a matter of health but also a crucial financial consideration that can significantly impact their overall financial well-being.
Financial Security for the Future: Exploring the Benefits of Wealth Transfer Life Insurance
In an era of economic uncertainty and shifting financial landscapes, securing one’s financial future has become more critical than ever.
Comprehensive Guide to Asset Protection Strategies
In today's society, safeguarding your hard-earned assets has never been more crucial. Asset protection, a proactive approach to shielding your...
Charitable Planning
Enhance Tax Savings Through Year-End Planning
As the year draws to a close, savvy investors and taxpayers turn their attention to a crucial financial task: year-end tax planning. It may be even...
Unlocking Tax Advantages: Your Guide to Qualified Charitable IRA Distributions
Are you looking for innovative ways to make a difference while saving on taxes? If so, you'll be interested in exploring the world of qualified...
Maximizing Tax Benefits and Creating Lasting Change: The Case for Donor Advised Funds
Are you looking for a way to make a lasting impact with your charitable donations while also maximizing your tax benefits? Look no further than...
Medical Professionals
From Medical School to Financial Success: How Financial Advisors Can Help Physicians Thrive
Are you a physician looking to optimize your financial success? Transitioning from medical school to a lucrative career can be challenging, but with...
Kevan Melchiorre, CFP® Featured In Medical Economics – How Physicians Can Pick The Best Financial Adviser
Kevan shares his perspectives on what factors physicians should consider when choosing a financial advisor. By Keith Loria Medical Economics...
A Doctor’s Guide To Tax-Efficient Strategies
In this webinar, the Tenet team discusses tax-efficient tips and strategies that doctors, dentists, and other medical practitioners can consider as...