Cypress Wealth Management

04/12/2025

The markets are tumbling at an alarming pace—but why? It’s all about tariffs and trade wars. Learn what’s driving this historic decline and what it means for the future in this new blog post from Commonwealth CIO Brad McMillan: https://bit.ly/44gVViD

Tariffs have caused a shock to the economy and markets, but Commonwealth CIO Brad McMillan sees a path toward recovery.

03/19/2025

Could a recession hit in 2025? Experts put the chances at 20%, but trade wars and tariffs could increase the odds. Discover what’s driving the risk and how to prepare now: https://bit.ly/4l0cGEF

Let's review the nature of recession, what factors could encourage an economic downturn and how your household might be affected by a recession in 2025.

02/11/2025

Your paycheck might get a little bigger this year, thanks to updated tax brackets and a higher standard deduction. Even if your salary stayed the same, you could fall into a lower tax bracket and owe less. Learn how these changes impact your take-home pay: https://bit.ly/3Qdve69

New tax brackets could mean you'll pay less in taxes, depending on your income level.

02/03/2025

Trump’s new tariffs imposed on Canada, Mexico, and China are officially in place. What does this mean for trade and prices of goods? 🌐 Find out how these tariffs could impact your wallet. https://bit.ly/4hi2HZh

Canadian Prime Minister Justin Trudeau announced that Canada would respond with 25% tariffs "against $155 billion worth of American goods."

01/21/2025

Are your retirement savings on track? The median 401(k) balance for Americans aged 55–64 is just $87,571, far lower than the $244,750 average reported in a recent study. Find out how to boost your nest egg by maximizing your employer's 401(k) match: https://bit.ly/4g9LnnZ

Here's what the average 401(k) balance looks like for those closest to retirement age, plus one simple way to save more.

12/11/2024

Grateful for an amazing year with this incredible team! Wishing everyone a joyful holiday season filled with love, laughter, and warmth!🎄✨

12/02/2024

Confused about whether to hire a CPA or a financial advisor? They both help with your money, but in different ways. Read more about key differences and overlap to decide which expert is right for you. https://bit.ly/49fNNPY

CPA vs Financial Advisor - What Is The Difference Between Them & Which Do You Need? The financial experts at Next Gen Financial Planning explain everything!

11/14/2024

A huge congratulations to our Forbes-nominated “Best-In-State Wealth Advisor”!!! ⭐️🤩

11/14/2024

As the year draws to a close, don't let critical deadlines slip through your fingers. From retirement contributions to mandatory withdrawals, there are many year-end finance tasks to remember. Here’s how to stay on top of deadlines and avoid penalties: https://bit.ly/45CohAU

Navigate these tax and retirement milestones to optimize savings and avoid penalties.

11/05/2024

A belated Halloween post from your Cypress family 👻🎃 We even got Dan to wear a costume this year (see top hat for reference)!!! Can you guess what we are👀 ?

10/29/2024

As election tensions rise, investors wonder if they should adjust their portfolios. But data shows something surprising about market performance during transitions. Find out more in the new blog from Commonwealth senior portfolio manager, Chris Fasciano: https://bit.ly/3BXj79P

What will the upcoming U.S. presidential election mean for markets? Commonwealth's Chris Fasciano, senior portfolio manager, casts his vote.

10/14/2024

Inflation continued its downward trend in September, reaching 2.4%—the lowest annual rate since February 2021—although food prices limited further progress. Find out more about how this could impact your wallet and the upcoming election: https://bit.ly/4eI5da2

Inflation fell in September, reflecting an improving economy that has yet to convince many Americans a month before the election.