News & Insights
Explore insights across key areas of financial planning, investing, and wealth strategy.
Latest Insights
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....
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...
Smart Investing vs. Emotional Investing: Align Your Investments with Life Goals for Long-Term Financial Success
When markets swing wildly or headlines scream doom and gloom, it’s easy to feel anxious as an investor. Even seasoned professionals can be tempted...
Best Financial Gifts for Kids and Grandkids This Holiday Season
A Gift That Keeps Giving The holiday season is often a whirlwind of toy aisles, wrapping paper, and sugary treats. But amidst the hustle, some gifts...
Retirement Planning
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...
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...
Tax Planning
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...
How HSAs Can Be a Triple-Tax Win
Among the many tools available to high-income individuals, Health Savings Accounts (HSAs) are often underutilized. They can serve as both a...
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...
Investment Management & Financial Markets
Smart Investing vs. Emotional Investing: Align Your Investments with Life Goals for Long-Term Financial Success
When markets swing wildly or headlines scream doom and gloom, it’s easy to feel anxious as an investor. Even seasoned professionals can be tempted...
Best Financial Gifts for Kids and Grandkids This Holiday Season
A Gift That Keeps Giving The holiday season is often a whirlwind of toy aisles, wrapping paper, and sugary treats. But amidst the hustle, some gifts...
Is Artificial Intelligence Driving a Bubble — or a Revolution?
Artificial intelligence (AI) has dominated financial headlines this year, propelling markets to new highs and sparking a familiar question among...
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
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,...
Top 23 For ’23 | Tenet’s New Year Financial Planning Tips
Review and update your "personal balance sheet". Reviewing your total net worth is helpful to understand progress throughout the year. How did...
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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