Wealth Management Archives - Page 3 of 25 - Maner Costerisan
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Recent Posts

  • Should You Make After-Tax, Non-Roth 401(k) Contributions?JUNE 18th, 2026
  • The Business Lifecycle Part 3: The Growth Stage JUNE 18th, 2026
  • Managing Overhead Costs TodayJUNE 17th, 2026
  • Midyear is a Good Time to Update Your Business’s Strategic PlanJUNE 17th, 2026
  • The Pros and Cons of Alternative Investments for NonprofitsJUNE 16th, 2026
  • The Audit Findings That Never Seem to Go Away – And How Municipalities Can Fix Them JUNE 15th, 2026
  • Looking for Funding? Consider SBA LoansJUNE 12th, 2026
  • Protect Yourself From Fraudsters Impersonating the IRS and Other Tax ScamsJUNE 11th, 2026
  • Reviewing the January 2026 Markets

    Reviewing the January 2026 Markets

    February 20th, 2026 | BY Steven Guipe | Wealth Management | High Net Worth
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    Gold, Growth, and a World in Transition The early weeks of 2026 have seen unusually strong demand for gold and other physical metals as investors respond to a weakening US…

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  • Reviewing the December 2025 Markets

    Reviewing the December 2025 Markets

    February 2nd, 2026 | BY Steven Guipe | Wealth Management | High Net Worth
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    Venezuela The start of 2026 has seen a dramatic shift in the geopolitical landscape following the US military intervention in Venezuela. The capture of Nicolás Maduro, who now faces narco-terrorism…

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  • Reviewing the November 2025 Markets

    Reviewing the November 2025 Markets

    December 22nd, 2025 | High Net Worth | Wealth Management | High Net Worth
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    New Blooms, Old Lessons The modern AI economy effectively began in 2022, when researchers learned how to combine large-scale computing with human feedback models. This breakthrough transformed raw language models…

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  • Ready to Grow Your Nest Egg? The IRS Releases 2026 Retirement Plan Contribution Limits

    Ready to Grow Your Nest Egg? The IRS Releases 2026 Retirement Plan Contribution Limits

    December 5th, 2025 | Financial & Retirement Planning | Wealth Management | High Net Worth
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    With Notice 2025–67, the IRS has issued its 2026 inflation-adjusted retirement plan contribution limits. Although the changes are more modest than in recent years, most retirement-plan-related limits will still increase…

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  • Reviewing the October 2025 Markets

    Reviewing the October 2025 Markets

    November 25th, 2025 | Wealth Management | High Net Worth
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    Earning Doubles In 1965, Gordon Moore predicted that the number of transistors on a microchip would double approximately every two years. To date, his prediction has proven reliable, allowing technology…

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