Ron Schmidt Investment Group

11/02/2026

Reminder: You may want to review how much you've contributed in 2026 and consider whether adjusting your contributions before year-end makes sense for your retirement and tax-planning goals. The employee contribution limit for most 401(k) plans is $24,500 for 2026, with additional catch-up contributions available for eligible participants. Because employee contributions generally need to be made through payroll during the calendar year, don't wait until the last minute to review your contribution rate.

11/01/2026

Eight years brings plenty of milestones, memories, and accomplishments worth celebrating. Thank you, Michael, for everything you contribute to our team and for being an important part of what we do.

10/31/2026

Happy Halloween!

10/30/2026

You've worked hard for what you've built. The next question is what you'd like it to do for the people and causes you care about.

For some families, that means looking beyond the basics of a will and beneficiary forms. Investments, taxes, retirement, estate planning, charitable giving, and even business succession may all be part of the bigger picture.
https://www.ronsgroup.com/blog/preservation-beyond-the-basics-for-wealthy-families

10/29/2026

Reminder: Daylight Saving Time ends on Sunday, November 1, 2026, at 2:00 a.m. local time. Set your clock back one hour from 2:00 a.m. to 1:00 a.m.

10/28/2026

LPL Research examines three keys to earnings season: broader profit growth, margin pressures, and high expectations amid continued AI investment. Check out this week's Weekly Market Commentary for thoughtful insights on market news!

https://www.ronsgroup.com/weekly-market-commentary

10/23/2026

A trust may help provide instructions for how certain assets are managed and distributed, but not every trust works the same way.

Understanding your options and starting with your family's goals can help you have more productive conversations with your financial, tax, and legal professionals.
https://www.ronsgroup.com/blog/trust-structures-for-wealthy-individuals

10/21/2026

LPL Research examines how personal AI agents may disrupt businesses that rely on consumer inertia while leaving strong competitive moats intact. Check out this week's Weekly Market Commentary for thoughtful insights on market news! https://www.ronsgroup.com/weekly-market-commentary

10/20/2026

Congratulations to Kayla on her first work anniversary! Over the past year, you’ve become a valued part of our team, and we’re excited to celebrate this first milestone with you. Here’s to many more!

10/16/2026

For many families, building wealth is about creating opportunities for the next generation. The challenge is making sure future generations are prepared to manage those opportunities responsibly.
https://www.ronsgroup.com/blog/strategies-for-managing-wealth-across-multiple-generations

In the world of wealth management, simply having a financial plan is no longer enough. We are bearing witness to an era of wealth transfer unprecedented in history. As Baby Boomers pass their accumulated wealth to future generations,...