by Brandon | May 28, 2026 | Tax Planning
For many investors, capital gains taxes may feel straightforward on the surface: you sell an investment for more than you paid, and you owe tax on the difference. Long-term capital gains are generally taxed at 0%, 15%, or 20%, depending on your taxable income, while...
by Brandon | Apr 21, 2026 | Q-Commentary
By the end of Q1, the S&P 500 finished down 4.3%, marking the second consecutive year it closed the first quarter in negative territory. If we look back at 2025, we know how that story ended: a strong rally through the final nine months. Let’s hope history...
