Belleair Wealth Management

06/05/2026

Trade policy remains a key market focus in 2026. While the Supreme Court recently limited the use of certain tariff authorities, many tariffs remain in place — and additional trade actions are still possible through other legal channels.

Our latest article breaks down what the ruling means, what tariffs still stand, and why investors should continue focusing on long-term financial planning rather than short-term headlines.

https://www.belleairwealthmanagement.com/HOT-TOPIC-Trade-Update-The-Supreme-Court-Stepped-In,-but-Many-Tariffs-Stand.c10521.htm

06/03/2026

Thinking about a kitchen remodel? 🏠 Before you spend a small fortune, it's worth asking: will it actually pay off?

U.S. homeowners are projected to spend $522 billion on home improvements by end of 2026 — but not all renovations deliver the same return. Our latest article shares what the data says about which upgrades are worth it and which aren't.

https://www.belleairwealthmanagement.com/Is-Your-Dream-Kitchen-a-Good-Investment.c10506.htm

05/28/2026

Attention small business owners — a major trade policy change is already affecting your bottom line.

The de minimis exemption, which allowed duty-free imports on shipments under $800, was eliminated as of August 29, 2025. If your business relies on imported goods, this is a change you need to plan around.

Our latest article breaks down what happened and how to cope.

https://www.belleairwealthmanagement.com/Small-Business-Coping-with-the-End-of-De-Minimis-Imports.c10505.htm

05/21/2026

Did you buy a new car recently? 🚗

Thanks to the One Big Beautiful Bill Act, you may now be able to deduct up to $10,000 in auto loan interest per year, for tax years 2025 through 2028.

This is a new tax break worth knowing about. Our latest article explains how it works.

https://www.belleairwealthmanagement.com/New-Auto-Loan-Interest-Deduction-Explained.c10504.htm

Call now to connect with business.

05/13/2026

Medicare vs. Medicaid — do you know the difference?

They sound alike and both help cover healthcare costs, but they serve very different purposes. Our latest article breaks down what you need to know.

https://www.belleairwealthmanagement.com/Medicare-or-Medicaid.c10503.htm

05/04/2026

Foreign stocks had a standout year in 2025—but what does that mean for investors going forward?

International markets significantly outperformed U.S. stocks, reminding us that leadership in the market can shift over time. While it’s tempting to chase performance, maintaining a well-diversified, long-term strategy remains key.

This article explores what drove the outperformance and how investors should think about global exposure in their portfolios.

Read more: https://www.belleairwealthmanagement.com/Foreign-Stocks-Outperformed-in-2025.c10502.htm

Call now to connect with business.

04/30/2026

Geopolitical events can feel unsettling—but what do they actually mean for your portfolio?

Our latest piece breaks down the potential economic ripple effects of the Iran conflict, from oil supply disruptions to inflation pressures, and what investors should (and shouldn’t) do in response.

Read more here: https://www.belleairwealthmanagement.com/HOT-TOPIC-The-Iran-War,-the-Economy,-and-Your-Portfolio.c10511.htm

04/09/2026

Your financial plan shouldn’t stop with you.

Creating a clear roadmap for your family — including estate documents, key contacts, and important financial details — can help your loved ones navigate difficult situations with confidence and clarity.

Learn more:
https://www.belleairwealthmanagement.com/A-Roadmap-for-Your-Family.c10494.htm

03/25/2026

Some of the nation’s wealthiest colleges may soon face a higher tax on their endowments. Beginning in 2026, a new tiered tax structure could increase the rate on investment income from 1.4% to as high as 8% for certain institutions.

Our latest article explains what’s changing and how it could affect universities, financial aid, and higher education funding.

Read more: https://www.belleairwealthmanagement.com/Wealthy-Colleges-Face-Expanded-Endowment-Tax.c10493.htm

03/23/2026

Planning ahead for retirement means staying on top of the numbers that change each year.

For 2026:

✔ 401(k) contribution limits are increasing
✔ IRA limits are changing
✔ Updated tax thresholds could impact your strategy

Knowing these updates can help you make the most of your retirement savings opportunities.

Read the full breakdown here:

Belleair Wealth Management has been a registered investment advisor since 2000. We are a fee-based investment and wealth management firm located in Belleair Bluffs, FL. We offer a wide range of financial management services designed to assist you, our client, create the financial stability, security...