News & Insights
Explore insights across key areas of financial planning, investing, and wealth strategy.
Latest Insights
Prevent a Rift: Money Tips for Newlyweds
One survey found that 35% of couples attribute stress in their relationship to financial issues. This could explain why some experts say financial...
Rethinking RMDs: The Key to Smarter Retirement Planning
Retirement is a milestone many eagerly anticipate—a time for relaxation, pursuing hobbies, and cherishing family moments. But when it comes to...
Navigating Tax Law Changes for 2026 Tax Planning
Former Senator Max Baucus once remarked that "tax complexity itself is a kind of tax." This observation rings particularly true in 2026, as...
Why Corporate Earnings Matter for Long-Term Investors
As companies start reporting their quarterly earnings, the stock market is paying close attention to how businesses are actually doing. With stock...
Tenet Wealth Partners Annual State of the Practice 2025-2026
Hear from the Tenet team as we cover key highlights and milestones from 2025 as well as exciting plans for...
Filling the gap: Advanced retirement plan strategies for dentists
Article originally appeared in Dental Economics, the world’s leading print and digital practice management journal for the dental profession. Click...
Retirement Planning
Strategies to Save Tax-Efficiently for Retirement
For high-income individuals, building a secure retirement isn't just about saving more—it's about...
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...
The 4% Rule: Is It Still a Reliable Guide for Retirement Withdrawals?
One of the most commonly cited strategies in retirement planning is the 4% rule—a guideline...
Tax 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...
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...
Investment Management & Financial Markets
Why Corporate Earnings Matter for Long-Term Investors
Recent developments in Venezuela have renewed questions about geopolitical risk, oil markets, and investor impact. This commentary examines historical market responses to geopolitical events, the role of energy prices, and why long-term portfolio outcomes have often remained resilient despite short-term uncertainty.
Venezuela Developments: Understanding the Portfolio Implications
Recent developments in Venezuela have renewed questions about geopolitical risk, oil markets, and investor impact. This commentary examines historical market responses to geopolitical events, the role of energy prices, and why long-term portfolio outcomes have often remained resilient despite short-term uncertainty.
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,...
Estate Planning
Comprehensive Guide to Trusts, Estates, and Estate Planning
When it comes to managing your wealth and planning for the future, few tools are as powerful and versatile as trusts and estates. At their core,...
Navigating Financial Transitions as an Empty Nester
As your children leave the nest, you’re entering a new chapter in life filled with both emotional and financial transitions. The house feels quieter, routines shift, and suddenly, you find yourself with more time and potentially more financial resources at your disposal. This period of change, while bittersweet, presents a unique opportunity to reassess and optimize your financial plan.
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...
Cash Flow Planning
Mastering Your Finances: A Guide to Year-End Financial Review
As we approach the end of another year, it's time to take a step back and reflect on our financial journey. At Tenet Wealth Partners, we believe...
Navigating Financial Transitions as an Empty Nester
As your children leave the nest, you’re entering a new chapter in life filled with both emotional and financial transitions. The house feels quieter, routines shift, and suddenly, you find yourself with more time and potentially more financial resources at your disposal. This period of change, while bittersweet, presents a unique opportunity to reassess and optimize your financial plan.
6 Proven Strategies to Simplify Your Finances and Achieve Financial Freedom
Are you feeling overwhelmed by your finances? Do you dream of achieving financial freedom but don't know where to start? Look no further. In this...
Business Owners / Executive Planning
Navigating Tax Policy Changes in 2025: Analysis, Implications, and Strategies
As 2025 is officially underway, there are significant unknowns regarding the future of the U.S. tax landscape. The current tax system, largely...
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...
Smooth Transitions: 5 Business Succession Planning Strategies for a Successful Future
No business owner likes to think about the day they will no longer be at the helm of their company. But one thing is certain: planning for the...
Insurance Planning
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Charitable Planning
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Medical Professionals
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