Wrightsel Wealth Management

05/12/2026

The federal government has always been very creative at generating tax revenue throughout the history of our country, and estate tax is no exception. Most Americans understand the foundation of income tax, as it is a liability that taxpayers dread every single April. The frequency of income tax also generates more attention and focus for minimization and elimination strategies. This heightened concentration is also shared by the federal government, as 50% of government year-to-date revenue has been sourced from individual income tax, while Medicare and Social Security account for another 35% (FiscalData.gov). Therefore, income tax is usually one of the largest challenges for many Americans.

With that said, concepts such as estate tax can be overlooked and under planned for. To fully appreciate why estate tax planning is frequently underemphasized, we must first look at how the estate tax has evolved throughout U.S. history. https://www.raymondjamesconnect.com/akLUgz

04/17/2026

yahoo.com

03/04/2026

Thinking ahead about intergenerational wealth? A Roth conversion can help reduce future taxes, lower RMDs and give your heirs more flexibility – especially children in higher tax brackets. Learn what to consider before converting:

raymondjames.com

03/04/2026

The conflict in Iran could push oil prices higher in the near term. However, as with most geopolitical events, the situation remains fluid. Here's how the conflict could impact the oil supply, markets, and the broader economy:

raymondjames.com

02/27/2026

Retirement During 2008:

In 2008, only 49.6% of workers retired at or near their expected retirement age, compared with 72.4% before the crash (businessmanagementdaily.com).
In the 1980s, 38% of employees had access to a private pension. By 2008 that number had fallen to 20%, and by 2026 it has dropped further to roughly 11–15% (congress.gov). Over the same period, access to 401(k) plans has increased by 62%. In other words, today's retirees rely far more on accounts that place investment risk squarely on their shoulders.

raymondjames.com

02/23/2026

In 2025, the S&P 500 returned 17.9%, with the "Magnificent 7" (Google, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla) contributing roughly 52% of that gain. These seven companies now make up nearly 34% of the entire index, often dominating overall performance in any given year. While their cutting edge technologies may feel unprecedented, the concentration of the S&P 500 is not a new phenomenon.

Read More:

raymondjames.com

02/20/2026

Being intentional about saving is a great first step in preparing for retirement.

troweprice.com

02/03/2026

Why Has Gold Risen 80% and Silver 245% from January 2025 to January 2026?

Since the late 1970s, gold has posted annual gains of 30% or more only five times—two of which occurred recently in 2024 and 2025. Silver has experienced nine years of 30%+ returns since 1979, with 2025 alone delivering an exceptional +120% gain. When traditionally "defensive" assets show such outsized returns, it raises two key questions: Why is this happening, and what does it signal for broader markets?

raymondjames.com

02/03/2026

If you lost your home to a natural disaster, would you relocate or rebuild? Explore the factors that could change your mind:

raymondjames.com

01/13/2026

For young millionaires, one of the savviest moves is assembling a team of trusted individuals to help you see risks as clearly as rewards. Read more:

raymondjames.com