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Blog

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Alex Rasmussen | Feb 12, 2025

Tariffs and the Economy: A Balanced Perspective

When discussing economic policy, few topics spark as much heated debate as tariffs. These taxes on imported goods have been used throughout U.S. history for
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stack of papers flat lay photography by Kelly Sikkema courtesy of Unsplash.
William Hardaway | Feb 6, 2025

The Power of Integration: Why Combining Wealth Management and Tax Preparation Services Makes Sense

In today’s fast-paced financial landscape, managing your wealth effectively while ensuring tax efficiency can be a daunting task.
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Will Miles | Jan 17, 2025

A New Year Brings New Commitments: Commit to Consistent Investment Contributions

Investing in your future doesn’t always require large, one-time contributions. The key is building a habit of regular contributions, no matter the amount, to
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person holding pencil near laptop computer by Scott Graham courtesy of Unsplash.
Katelyn Munn | Jan 7, 2025

Playing the Long Game: Building Wealth Strategically Over Time

In today’s fast-paced world of instant gratification, we often resist pursuing goals that require long-term consistency. However, it is precisely these goals

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Jessica Harrington | Dec 16, 2024

2025 401(k) Contribution Limits: What’s New and How to Prepare

As we approach 2025, it's essential to understand the updated 401(k) contribution limits and the new catch-up rules introduced by the SECURE Act 2.0. These
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An aerial view of a cargo ship in the ocean by Bent Van Aeken courtesy of Unsplash.
Drake Wright | Dec 5, 2024

Understanding Tariffs: What They Are, Who Pays Them, and Their Economic Impact

When we hear about tariffs in the news, it’s often in the context of international trade disputes or government policies aimed at protecting domestic industries
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Carson Strom | Nov 20, 2024

Why Mortgage Rates Have Risen Despite Federal Reserve Rate Cuts

Mortgage rates remain high and have actually risen since the Federal Reserve’s 50 basis point rate cut on September 18th, surprising many who expected them to
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Alex Rasmussen | Nov 5, 2024

Election 2024: What Could a Harris or Trump Victory Mean for the Markets?

Election Day has arrived, and market commentators have their predictions lined up, analyzing what a potential victory by either Kamala Harris or Donald Trump

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William Hardaway | Oct 23, 2024

IRS Announces 2025 Tax Adjustments: What You Need to Know

Tax Planning
As 2025 approaches, the IRS has announced its annual inflation adjustments, which will impact tax returns filed in 2026.
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eyeglasses on book beside laptop by Dan Dimmock courtesy of Unsplash.
Katelyn Munn | Oct 14, 2024

Creating a Budget That Works: Six Key Tips for Effective Budgeting

Financial Planning
Budgeting is a cornerstone of personal financial management. A well-thought-out budget helps you track spending, save for future goals, and reduce financial
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William Hardaway | Oct 7, 2024

Helping those Affected by Hurricane Helene

Tax Planning

The devastation caused by Hurricane Helene in the Southeastern United States has been heart-wrenching. Many families are facing unimaginable challenges, and it

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gray pillars by Claire Anderson courtesy of Unsplash.
Alex Rasmussen | Oct 2, 2024

URGENT: The Corporate Transparency Act (CTA): What You Need to Know Before the 1/1/2025 Filing Deadline

As we approach 2025, there’s an important deadline that may affect many business entities, including LLCs and other organizations. The Corporate Transparency

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Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. WebsterRogers Financial Advisors’ website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy.  Investment Advisory Services offered through WebsterRogers Financial Advisors, LLC a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.

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