Wright Wealth Management

03/17/2026

What 2025 Taught Us About Staying the Course

Some years pass quietly. 2025 wasn't one of them.Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested patience across the board. And yet, as we close out December, the real story isn't about what the markets did. It's about how we responded.2025 M...

02/02/2026

What are Wall Street’s best and brightest looking for in 2026? If you toss out the highest and lowest, you can see that the other forecasts settle into a pretty tight range for the year. What the table doesn’t show is that there will be highs and lows during the year. There will be times when stock prices look invincible. And there will be times when you wonder why you invest in stocks at all.

09/29/2025

Social Security's cost-of-living adjustments tell a story about inflation's ups and downs.

From 0% in 2016 to a peak of 8.7% in 2023, these annual COLA changes reflect the economic reality millions of retirees experience. The current forecast shows 2.7% for 2026, but we'll know for certain in October.

Unlike many tax rules that haven't kept pace with inflation, Social Security benefits have been automatically adjusted since 1975. It's a powerful example of what "adjusted for inflation" can mean in practice.

08/11/2025

Economic & Financial Indicators:
The current economic landscape is showing cooling inflation to steady job growth. Here's what financial professionals are watching as we move through 2025.

Key Highlights:
✔️Inflation trends
✔️ The labor market seems to be finding its sweet spot without overheating
✔️ Corporate earnings are showing resilience
✔️ Fed policy remains measured

The takeaway? Economic reports can give clues about the economy. What economic trends are you keeping your eye on? Share your thoughts below 👇.

07/28/2025

A new provision in the recently signed One Big Beautiful Bill is restoring a tax deduction for certain car buyers—but with limits.

Here’s what’s changing:
▪️ Buyers can deduct up to $10,000 in auto loan interest each year (2025–2028)
▪️ Applies only to new, U.S.-assembled light vehicles purchased for personal use
▪️ Used vehicles and leases do not qualify
▪️ The deduction is available even for those taking the standard deduction
▪️ Income caps apply: phased out above $150K (single) or $250K (joint)

This could affect an estimated 3.5 million vehicle loans this year. But the benefit won’t apply to every buyer, especially those with higher incomes or leasing preferences.


Source:

The tax and spending bill signed into law by President Trump on July 4 includes a limited tax break for car buyers.

03/31/2025

Today’s news moves so quickly, but as you can see, stock prices have intra-year drawdowns every year. So, while 2025 might feel extraordinary, history shows it’s pretty much par for the course.

02/10/2025

A lets you save for retirement by paying your tax bill now rather than putting it off until later.

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

10/21/2024

When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

09/16/2024

Video: Investing with a Financial Advisor

Video: Investing with a Financial Advisor Jonathan Wright | Sep 16, 2024 Categories Investments *This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of a...

09/04/2024

4 Pervasive Myths About Inflation

4 Pervasive Myths About Inflation Inflation can feel inescapable these days. For most of us, it also feels like inflation is higher and more persistent than it actually is.1 That could be because we’re seeing higher prices practically everywhere.1 Despite our experience, though, that misperception...

08/07/2024

After more than a decade of dominance by a small group of tech and consumer companies, the U.S. stock market has reached historic levels of market concentrat...