Canterbury Capital Wealth Management

08/28/2025

The 2025 tax act includes a provision that creates a new type of retirement account aimed at children. Here’s what you need to know: http://spr.ly/6185fIyd3

08/26/2025

Rate cuts look likely after Friday’s remarks from Federal Reserve Chair Jerome Powell. Chief Investment Officer Brent Schutte explains the implications and breaks down the latest data indicating rising inflation and a slowing labor market. http://spr.ly/6184fFSky

08/20/2025

It can be tough to talk with your parents about what’ll happen with their money once they’re gone. Here are some ways to start.

Talking about estate planning with aging parents can be tricky, but having conversations about their wishes can ensure a smooth transition of family finances.

08/19/2025

Stocks performed well despite signs of increasing inflation and deflated consumer sentiment. Chief Investment Officer Brent Schutte takes a look at the data and explains why it calls for doubling down on a diversified portfolio. http://spr.ly/6182fQ2KQ

08/13/2025

Let’s talk if you have questions about making the most of your back-to-school budget. http://spr.ly/6185fnABF

08/12/2025

Stocks rebounded amid growing expectations for interest rate cuts, despite new signs that tariffs are weighing on the economy. Chief Investment Officer Brent Schutte explains the data and why it calls for a measured approach. http://spr.ly/6187fW947

08/07/2025

Knowing how Medicare IRMAA works can help you make smarter financial decisions and potentially save on health care costs.

If your modified-adjusted gross income is over a certain amount in retirement, you may be subject to IRMAA: an added charge on Medicare premiums.

08/06/2025

Americans will transfer as much as $124 trillion in assets to heirs through 2048. If you don’t have a plan to transfer your wealth, I can help you get started.

By transferring your wealth in the most tax-efficient manner, you’ll pass along more of the wealth you’ve worked so hard to build and preserve for future generations.

08/05/2025

Weak employment numbers and new tariff announcements raised concerns on Wall Street. Chief Investment Officer Brent Schutte looks at what the data means and why it may take some time for a clear picture of the economy to emerge.

Weak employment numbers and new tariff announcements raised concerns on Wall Street. But will the Fed ride to the rescue?

08/01/2025

Supplemental life insurance coverage can provide the long-term security your family needs. Together we can fill any gaps in your protection—and we can talk about growing your wealth, too.

Supplemental life insurance is coverage that employees purchase beyond what’s offered as an employee benefit. Learn when to consider supplemental life insurance.