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Leah Woodford 00:00 Hi, and welcome to Retire Smart Austin. I’m Leah Woodford, and with me today is Phil Capriotti Sr. of Empower Wealth and Tax. And today we’re actually going to
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Leah Woodford 00:00 Welcome, Retire Smart Austin. I’m Leah Woodford with Phil Capriotti Sr today, of Empower Wealth and Tax, and we’re actually continuing last week’s show on trusts, and I’m so
Leah Woodford 00:00 Welcome to Retire Smart Austin. I’m Leah Woodford, and with me today is Phil Capriotti Sr., of Empower Wealth and Tax, and today we’re talking everything trusts. Welcome back.
As April 15 approaches, many people assume the window for tax planning has already closed. The truth is, there may still be time to make a few smart financial moves that could
When it comes to your financial future, confidence does not come from guessing. It comes from having a clear strategy, trusted guidance, and a plan built around your goals. Whether you are
When people think about financial planning, they often focus on investments, retirement accounts, and growing wealth. When they think about insurance, they usually think about protecting their home, health, or family. The
The holiday-shortened week saw US equities advance even as oil prices surged amid uncertainty about the duration of the Iranian conflict. Early in the week, investors bid up risk assets on hopes
US markets fell for the fourth consecutive week as the US-Israel-Iran conflict entered its 5th week. President Trump’s announcement that he would extend the deadline to reopen the Strait of Hormuz by
US markets fell for a third consecutive week as investors continued to assess the implications of the Iran conflict. Headlines related to Iran continued to dominate market attention. Energy markets traded higher
Markets remained volatile, driven by headlines related to the Iran war. Whipsaw action was prominent across multiple asset classes, while several historically safe-haven assets offered no cover for investors. Questions about the
Investors endured a difficult week as the conflict between the US, Israel, and Iran continued. Iran’s efforts to target US military bases in the region broaden the conflict across the Middle East.
US equity markets regressed as several themes that have propelled the market higher over the last couple of years have had to be reassessed. Return on investment from AI capex, a Federal
The holiday-shortened week produced gains across US indices and saw an emerging market ETF break out to all-time highs. The start of the Chinese Lunar New Year and Ramadan tempered international trading
US financial markets regressed in choppy trade. The narrative around the disruptive nature of AI continued to impact markets. Rotation away from growth and mega-cap issues continued while proceeds flowed to defensive
Investors endured a volatile week on Wall Street as 4th quarter earnings continued to roll in. Concerns about massive capital expenditures resurfaced after Amazon and Google announced $200 billion and $185 billion
Markets ended the week mixed. With just over a third of the S&P 500 having reported fourth-quarter earnings, this earnings season appears much better than anticipated. That said, despite better-than-expected results, many
Global equity markets finished the week mixed, with US markets posting their second straight week of losses. Geopolitical concerns and trade tensions were top of mind for investors as global leaders met
US financial markets ended the week with mixed results as investors assessed the first week of fourth-quarter earnings. Earnings results from the banks initially prompted selling, but this may have been due
