News & Insights
Explore insights across key areas of financial planning, investing, and wealth strategy.
Latest Insights
Staying the Course: What Earnings Season Means for Your Investments
While the calendar marks four seasons each year, the financial markets follow a rhythm of their own. Four times a year, companies report their...
A Look at Diversification
Ancient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several different...
How OPEC, Tariffs, and Record Highs Intersect with Long- Term Investing
Throughout much of stock market history, investing centered primarily on the selection of individual stocks and bonds. Over recent decades, however,...
Using a Roth IRA for Children in a Family Business
Small business owners may find it challenging to find ways to provide additional benefits to their children who work for the company. One often...
Understanding Medicare Planning: IRMAA, Costs & Key Retirement Decisions
For most retirees, healthcare represents the single largest and least predictable expense in retirement, potentially totaling hundreds of thousands...
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...
Retirement 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,...
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...
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...
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
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...
Keeping Your Investment Plan on Track—No Matter the Market
Investment decisions are often influenced by emotion rather than strategy. Understanding these tendencies can help you stay focused on long-term goals and make more disciplined choices.
Staying the Course: What Earnings Season Means for Your Investments
Markets move through cycles, and different investments perform at different times. Understanding earnings trends can help you stay positioned for long-term success.
Estate Planning
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...
A Comprehensive Year-End Guide to Roth Conversions
As the year draws to a close, many investors will find themselves considering beneficial planning strategies, especially those that may provide...
Cash Flow Planning
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...
Unveiling the Social Security Fairness Act
In a historic move, the Social Security Fairness Act became law, marking a transformative shift in how those with pensions across the United States...
Business Owners / Executive Planning
Retirement Planning: Are You on Track for a Tax-Smart Exit?
Retirement isn't just a date on the calendar. It's an impactful life transition that requires intentional, skillful, and proactive...
The ABCs of Retirement Plans for Business Owners: Choosing the Right Fit for You
As a business owner, your financial future depends not only on how well your business performs today, but also on the decisions you make to prepare...
What Is a Fiduciary? Understanding Our Duty to Act in Your Best Interest
When it comes to managing your wealth, few terms carry more significance than "fiduciary." Choosing the right financial advisor is one of the most...
Insurance Planning
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Charitable Planning
Maximizing Tax Benefits and Charitable Impact: Your Ultimate Guide to QCDs
Beginning at age 73, most retirement savers are required to take Required Minimum Distributions (RMDs) each year, regardless if they need or want...
Charitable Giving and Tax Savings: A Guide to Utilizing Donations to Reduce Your Taxable Income
Are you looking for a way to give back to your community while also reducing your taxable income? Look no further, because we have a guide to...
Personalizing Your Philanthropic Goals With DAFS & QCDS
When working with clients who are charitably inclined, it’s fun for our team to support them in their efforts to give! Tenet Wealth Partners...
Medical Professionals
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