Conor Swanson Financial Advisor; GWN Securities, Inc.

08/25/2026

Trending Higher

07/28/2026

When it comes to small business retirement options, the choices can feel overwhelming. This post highlights that a SEP-IRA, SIMPLE IRA, and 401(k) are structured differently, and that the right fit depends on business size, number of employees, and overall goals.

02/06/2026

The Federal Reserve held its benchmark interest rate steady at its first meeting of 2026, signaling increased confidence in economic growth while noting that inflation remains somewhat elevated.

In its statement, the Fed pointed to steady expansion, slower but stabilizing job gains, and signs that labor market conditions are leveling out. Policymakers also suggested they are weighing inflation and employment risks more evenly than in recent months.

While rates remain unchanged for now, future decisions will continue to depend on incoming economic data and evolving conditions.



Source:

The Federal Reserve on Wednesday released its decision on interest rates.

12/05/2025

Speculators anticipate the Fed will lower short-term rates three times in the next 12 months from the current range of between 3.75 percent and 4 percent. But Fed Chair Powell, after the October Fed meeting, said not so fast. “A further reduction in the policy rate at the December meeting is not a foregone conclusion,” he said.

10/30/2025

When the One Big Beautiful Bill (OBBB) Act was passed on July 4, the legislation left several unanswered questions that the IRS is now addressing. The IRS undergoes this process every year, but this time around, the OBBB has added to the uncertainty. Here’s what the 2026 Federal income tax brackets will look like.

09/03/2025

There’s something for everyone in the One Big Beautiful Bill Act of 2025.

In fact, the Tax Foundation calculated that in dollars and cents, each taxpayer will pay $4,000 less in federal taxes starting in 2026.

That news brightens my day, and it looks like it may continue to buoy investors' spirits in the second half of the year.

08/26/2025

Are you ready for National 401(k) Day? Established by the Plan Sponsor Council of America, this day is observed on the Friday following Labor Day. It’s a great opportunity to focus on retirement strategy and your financial future.

08/23/2025

The One Big Beautiful Bill Act: Key Tax Changes Starting 2025

👍EVERYONE 👍
Standard deduction increases to $15,750 for single filers, and $31,500 for those filing jointly.
State and local tax (SALT) deduction increases to $40,000 (temporary)

👥 SENIORS (65+) 👥
$6,000 bonus deduction (2025-2028)

👨‍💼 WORKERS 👨‍💼
No tax on tips (up to $25,000)
No tax on overtime (up to $12,500 single filer/$25,000 married filing jointly)

🏢 BUSINESS OWNERS 🏢
20 percent qualified business income deduction is now permanent
100 percent capital expensing restored

👨‍👩‍👧‍👦 FAMILIES 👨‍👩‍👧‍👦
Child tax credit increases to $2,200
Dependent care limits increase to $7,500

🏡 ESTATE MANAGEMENT 🏡
Exemption increases to $15 million/$30 million (starts 2026)

IMPORTANT: Some of these changes are temporary (2025-2028). Consult a tax professional for your specific situation.

08/22/2025

Have you ever read Don Quixote? In the novel, there’s a phrase, "tilting at windmills," which some suggest means don’t fight battles with imaginary foes. I’d like to coin the phrase, “tilting at the Fed.” It will mean don’t fight battles with the Fed before it makes a decision about short-term interest rates. Before considering any actions, let’s wait and see what happens at the upcoming meetings.

08/22/2025

It's good to take care of both your brain health and financial health.

Dr. Rudolph Tanzi, a brain aging researcher, says lifestyle habits and certain supplements can reduce the chances of cognitive decline.