News & Insights
Explore insights across key areas of financial planning, investing, and wealth strategy.
Latest Insights
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...
Venezuela Developments: Understanding the Portfolio Implications
The detention of Venezuelan President Nicolás Maduro by United States forces marks a notable and unanticipated geopolitical development that could...
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....
Retirement Planning
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...
Hybrid Life and Long-Term Care Insurance: A Flexible Solution for Future Care Needs
Planning for long-term care is one of the most overlooked aspects of retirement. It’s...
Unveiling the Social Security Fairness Act
In a historic move, the Social Security Fairness Act became law, marking a transformative shift in...
Tax Planning
“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...
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...
Investment Management & Financial Markets
Integrating Equity Compensation Into Your Financial Plan
Equity compensation can be a powerful wealth-building tool—but only when thoughtfully integrated into your financial plan. Learn how to manage risk, taxes, and concentration exposure.
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.
Estate Planning
Generational Wealth: Why it Matters and How to Pass it On Successfully
Generational wealth has become an increasingly hot topic in recent years, with individuals and families seeking ways to secure their financial...
Preserving Your Family Legacy: Inspiring Examples of Generational Success
The bond between generations is a powerful force that can shape a family's legacy and inspire future generations. In a fast-paced world where values...
Building a Legacy: The Importance of Generational Wealth and How to Preserve It
Building a lasting and meaningful legacy is a goal that many families aspire to. And at the heart of leaving a lasting impact for future generations...
Cash Flow Planning
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...
Tenet’s Top “24 for 24” New Year Planning Tips
Assess your cash flow (income vs. expenses). Take a deep dive into your total income vs. expenses for last year and ask yourself: (1) Were you net...
Navigating the Storm: How to Handle Marriage and Money Issues with Grace
In the world of marriage, love and commitment are the pillars that hold a relationship together. However, when it comes to handling money matters,...
Business Owners / Executive Planning
Maximizing Your Earnings: How a Financial Advisor Can Help Self-Employed Workers
Are you a self-employed worker looking to maximize your earnings? If so, enlisting the help of a financial advisor can be tremendously beneficial....
From Stock Options to RSUs: Understanding the Different Types of Equity Compensation
When it comes to executive compensation, there are various options and factors to consider. Every company is different in terms of what they may...
Beyond The Balance Sheet: The Value Of Your Future Earnings
A balance sheet is a snapshot in time of a person’s assets, liabilities, and their net worth. It captures the readily observable elements of your...
Insurance Planning
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Charitable Planning
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Medical Professionals
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