Sharif Wealth Strategies

07/11/2025

I'm thrilled to be hosting an exclusive Client Networking Dinner in partnership with Ancorato, a firm bringing exciting new opportunities to the table with their Structured Notes Strategies.

Join us for an evening of great food, great company, and a look into what’s ahead with Ancorato. Whether you’re curious about what’s next or just want to enjoy a night out—we’d love to have you. Feel free to invite family and friends that you think could benefit from some financial tips or just want to feast!

📅 Dates: July 28–August 2 (choose the evening that works best for you)
📍 [Oakbrook and/or West Loop]
🎟 Space is limited—DM me or RSVP to reserve your spot!

Let’s raise a glass to the future 🥂

01/06/2023

01/04/2023

Old plans can seem stale compared to new events. Let's chat to keep yours up to date.

12/30/2022

Your plans may need updating to keep up with any life changes. Let's talk about how you can adapt and thrive.

12/25/2022

What seemed enough in the past may not now. Let's talk to make sure you are ready for life's speed bumps.

12/20/2022

As the market changes, so does the path to your goals. Let's talk to help you get there.

12/20/2022

The Fed will be keeping rates higher and for an extended period of time to further combat inflation. AP News has the details:

WASHINGTON (AP) — The Federal Reserve will push rates higher than previously expected and keep them there for an extended period, Chair Jerome Powell said Wednesday in remarks likely intended to underscore the Fed's single-minded focus on combating stubborn inflation.

11/14/2022

The IRS announced adjustments for 2023, which address a few key areas:
https://www.irs.gov/newsroom/irs-provides-tax-inflation-adjustments-for-tax-year-2023.

What does that mean for you?

There are changes to capital gains tax rates, annual exclusion for gifts, estate tax exclusion, and more.

Have questions about the new rules? My office has 2023 tax resources that you may find helpful.

This material is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax professional before modifying your tax strategy.