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Blog

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Alex Rasmussen | Mar 12, 2025

Staying the Course: Why Long-Term Investing Matters More Than Market Noise

In times of market uncertainty, it’s easy to get caught up in the headlines. From geopolitical events (Ukraine) to economic policy changes (tariffs and DOGE)
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turned on black and grey laptop computer by Lukas Blazek courtesy of Unsplash.
Drake Wright | Mar 11, 2025

The Importance of Having a Financial Plan in an Uncertain World

In today’s world, uncertainty is a constant. Market fluctuations, changes in political leadership, and unforeseen global events can all have significant impacts
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Carson Strom | Feb 25, 2025

Family Limited Partnerships: A Powerful Tool for Estate Planning

Family Limited Partnerships (FLPs) are popular estate planning vehicles that offer unique benefits for families looking to preserve wealth, minimize estate
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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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person sitting near table holding newspaper by Adeolu Eletu courtesy of Unsplash.
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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turned-on MacBook Pro by Austin Distel courtesy of Unsplash.
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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Voted printed papers on white surface by Element5 Digital courtesy of Unsplash.
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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black click pen on white paper by Leon Dewiwje courtesy of Unsplash.
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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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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