Tax Changes Are Coming In 2026
The tax law changes in the “One Big Beautiful Bill” extend most tax provisions in the 2017 tax law that were set to end after 2025, and enhance some, giving new breaks, clean energy credits, and more. Many of the tax changes take effect in 2025. Others will begin next week (Jan 2026).
The Fed (and the World) Awaiting U.S. Economic Reports
In the next two to three weeks, several economic indicators summarizing the prior month (April 2025) will be released to the public. What makes next month’s reports so compelling and critical is that the data will show the effects of President Trump's tariffs and signal the economy's direction, specifically whether we are heading for a recession.
Reducing Stock Exposure - What is the Worst That Can Happen?
Disciplined investing is not an unwavering commitment to a buy-and-hold strategy. I believe the discipline to focus on achieving goals may require temporarily abandoning a plan that serves as a guideline but is not etched in stone.
What Type of Investor Are You?
There are as many different types of investors as there are distinct personalities, so any attempt to categorize them can underemphasize the variations among investors, who each have unique goals and attitudes toward risk. Nevertheless, in my experience, I have witnessed four distinct categories of investors – conservative, cautious, aggressive, and disciplined:
CDs and Money Market Funds - They Should Be In Your Portfolio.
Shorter-term CDs and Money Market funds yield rates close to longer term bonds without the risk associated with longer maturities, including interest rate, credit (non-government bonds), and inflation risks.
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anthony@carrwealth.com
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