News & Insights
Explore insights across key areas of financial planning, investing, and wealth strategy.
Latest Insights
Making Financial Decisions with Confidence
Financial information has never been more accessible. Market updates, social media commentary, podcasts, newsletters, headlines, and financial...
Earnings for All Seasons: Investing Through Market Cycles
While nature offers four seasons, Wall Street offers only one – four times a year. It’s called “earnings season,” and it can move the markets. So,...
What Financial Independence Really Means
For many people, financial independence is often framed as a number—a savings milestone, retirement target, or investment benchmark to achieve. But...
Portfolio Perspectives: Tech Stocks, IPOs, and the Impact of Elevated Interest Rates
The S&P 500 recently surpassed 7,600 for the first time, marking another milestone in a year that has seen many new all-time highs. This...
Backdoor Roth IRA Explained
Keeping Your Investment Plan on Track—No Matter the Market
Making investment decisions isn’t just about information—it’s also about behavior. While investors may trust their instincts when selecting...
Retirement Planning
Debt Stress: How Financial Debt May Impact Your Health | Tenet Wealth Partners
Debt stress doesn’t just impact your finances—it can affect your physical and mental health. Learn how to recognize the signs and take steps toward financial clarity.
Rethinking RMDs: The Key to Smarter Retirement Planning
Retirement is a milestone many eagerly anticipate—a time for relaxation, pursuing hobbies, and...
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.
Tax Planning
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, but its true potential extends far beyond that....
2026 Investment Outlook – 7 Themes to Watch Next Year
The stock market appears poised to achieve double-digit gains for the sixth time in seven years. Apart from the inflation-induced decline of 2022,...
How Qualified Charitable Distributions (QCDs) Can Lower Your Tax Bill in Retirement
For many retirees, charitable giving is about more than generosity - it’s also a way to align financial strategy with personal values. Qualified...
Investment Management & Financial Markets
Fiduciary Advice and the Value of Trust in Financial Planning
Financial planning often involves far more than numbers alone. Major financial decisions are frequently connected to deeply personal priorities:...
Mid-Year Review & Outlook: Key Insights for the Second Half of 2026
There is a saying that smooth seas do not make skillful sailors. When it comes to investing, this has rarely been more applicable than during the...
Making Financial Decisions with Confidence
Financial information has never been more accessible. Market updates, social media commentary, podcasts, newsletters, headlines, and financial...
Estate Planning
Wealth Transfer Planning: Important Estate Planning Considerations in Uncertain Times
Following years of diligent saving and prudent investing, transferring accumulated wealth to the next generation eventually becomes a paramount...
Proactive Tax Planning – 5 Key Considerations for Your Overall Financial Plan
Albert Einstein reportedly once told his accountant, "the hardest thing in the world to understand is income taxes." Decades later, his observation...
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...
Cash Flow Planning
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 transitions can have a major impact on your...
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...
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.
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...