Capital Gains Tax
How does capital gains tax work? How might your tax bracket and additional lines of income be affected by it? In this video, David Garcia, CFP/CPA tells you what you need to know to make sure you’re not paying unnecessary fees come tax time.
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Recent Insights
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Talk Your Chart | From Saunas to Stock Surges: Market Recoveries, Margin Resilience & Rate Watch | Episode 69
In Episode 69 of Talk Your Chart, Brett and Marcos unpack the surprising speed of the recent market recovery, debate the timing vs. time-in-market mindset, explore political biases in investing, and analyze how corporate margins and U.S. debt are shaping investor decisions in 2025. Charts available for download here.
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Smart Money Moves for Teens: The Best Financial Literacy Apps
Why Financial Literacy for Teens Matters Let’s face it—teaching teens about money can be tricky. But thanks to an ever-growing list of financial literacy apps, it’s never been easier (or more engaging) to help kids build healthy money habits. I recently spoke with two clients who’ve been using the Greenlight app to help their children…
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Rebuilding Financial Confidence After Divorce: Managing Risk & Moving Forward
Divorce is not just an emotional transition—it’s a financial one, too. The process of separating assets, redefining financial goals, and adjusting to a new financial reality can feel overwhelming. But with the right mindset and strategies, you can regain control and build a future that aligns with your new chapter in life. Understanding Financial Risk…
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Giving with Pride: Smart Strategies for LGBTQIA+ Donors
Understanding the Landscape of LGBTQIA+ Philanthropy LGBTQIA+ donors are uniquely positioned to drive meaningful change, but the philanthropic landscape remains complex and underfunded. Historically, LGBTQIA+ organizations have faced significant challenges in securing resources, often competing with larger, more established nonprofits for limited funding. This disparity highlights the importance of strategic giving to ensure that your…
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How to Build Lasting Relationships that Propel Your Business and Elevate Your Community
As business leaders, our role in the community extends beyond charitable acts—it’s a strategic initiative that strengthens both our businesses and the communities we serve. Building meaningful community partnerships is not just about doing good; it’s about doing it strategically to foster deeper relationships, enhance your brand, and make a lasting difference. But where do…
