News & Insights
Explore insights across key areas of financial planning, investing, and wealth strategy.
Latest Insights
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...
Your Emergency Fund: How Much Is Enough?
Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis...
Retirement 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....
Navigating the OBBBA SALT “Tax Torpedo”
At Tenet Wealth Partners, we understand the shifting tax landscape can be daunting—especially when...
Understanding Social Security’s Role in Retirement Planning
For nearly nine decades, Social Security has served as a cornerstone retirement program, but...
Tax Planning
Navigating the “Great Wealth Transfer”: Opportunities for Strategic Financial Planning
"Life affords no greater responsibility, no greater privilege, than the raising of the next generation." This profound observation by former United...
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.
Navigating the OBBBA SALT “Tax Torpedo”
At Tenet Wealth Partners, we understand the shifting tax landscape can be daunting—especially when new legislation includes hidden pitfalls. The...
Investment Management & Financial Markets
A Look at Diversification
Diversification is a foundational investment strategy designed to help manage risk. Learn how spreading investments across asset classes and industries can create a more balanced and resilient portfolio.
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.
Estate Planning
Demystifying the 10-Year RMD Rule for Inherited IRAs
Inheriting an Individual Retirement Account (IRA) can be both a blessing and a source of confusion. An inherited IRA is a retirement account that...
Maximizing the Impact of Beneficiary Designations
When it comes to financial planning, one crucial aspect that's often overlooked is the proper naming and updating of beneficiaries across various...
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.
Cash Flow Planning
Empty Nest, New Opportunities: Boosting Financial Planning When the Kids Leave Home
When the kids are off to college, your home—and budget—suddenly feel different. This phase offers a unique window to re-prioritize goals and...
Financial Strategies: Overcoming the Challenge of Running out of Money in Retirement
Retirement is a time for relaxation, adventure, and enjoying life after decades of hard work. Yet, for many, the fear of running out of money can...
Financial Resolutions to Transform Your Life in 2025
The dawn of a new year brings a fresh opportunity to take control of your financial well-being. In 2025, financial resolutions are not just about...
Business Owners / Executive Planning
How to Maximize Retirement Savings with Tax-Advantaged Accounts
Retirement planning is about more than setting aside money—it’s about making every dollar work harder. With the right strategy, tax-advantaged...
Executive Compensation Planning: RSUs vs. Stock Options – Which Reigns Supreme?
As financial advisors at Tenet Wealth Partners, we often encounter executives grappling with the complexities of their compensation packages. One of...
Tax Planning Strategies Every Business Owner Should Know
As business owners and entrepreneurs, we understand that navigating the complex world of taxes can be daunting. Yet, effective tax planning is not...
Insurance Planning
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Charitable Planning
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Medical Professionals
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