Consider These Year-End Tax Moves For Business-Owner Clients | Financial Advisor Magazine
Brett Walters, a financial planner at TBH Advisors, provides insight for Jeff Stimpson of Financial Advisor Magazine about year-end tax moves for business-owner clients. “Currently, businesses can write off up to 80% of the purchase price of an asset placed into service within the calendar year and depreciate the remaining 20% over the next several […]
Dow records best three-day gain since April after Fed keeps interest rate steady | MarketWatch
David Merrell, managing member and founder of TBH Advisors, shares his thoughts on the Fed decision with Frances Yue at MarketWatch. “My biggest takeaway was that the Fed is acknowledging tighter financial and credit conditions but they are still seeing fairly strong economic activity. So they are hopeful that it’s gonna have more effect based […]
12 Documents to Prepare Now for Your Heirs | U.S. News & World Report
Travis Anderson, managing member at TBH Advisors, highlights the importance of having certain estate planning documents in place with Maryalene LaPonsie at U.S. News & World Report, explaining that ,”if you do it right, there is additional financial return for your heirs.” Read the Article
Financial abuse can trap people in relationships — here’s how advisors can help | Financial Planning
Chevonne Farler, a wealth management advisor at TBH Advisors, speaks with Financial Planning reporter Victoria Zhuang about how advisors can help clients who are struggling with financial abuse. “It can sometimes open the door for that abuse to start occurring. Where, ‘I make all the money, so you need to do what I say.’ This […]
Gifting, Roth IRAs Figure Big In 2023 End-Of-Year Tax Moves | Financial Advisor
Brett Walters, a financial planner at TBH Advisors, shares insight with Financial Advisor Magazine’s Jeff Stimpson about end-of-year tax moves, such as gifting plans and potential Roth IRA conversions. “Wealthy taxpayers, specifically those whose net worth exceeds $12 million, would be well-served by employing a prudent and appropriate gifting or trust strategy to begin shifting […]
Best investments to own coming out of a recession | Bankrate
Sam Davis, CFP, financial advisor at TBH Advisors, shares insight with James Royal at Bankrate on the best investments to own following a recession. “The best types of investments coming out of a recession tend to be assets that were most sensitive to that particular economic downturn. In the Great Financial Crisis, investors that stepped […]
6 Things Wealthy Boomers Must Do Before They Retire | GOBankingRates
Dillon Haviland, CFP and financial advisor at TBH Advisors, connects with Cynthia Measom at GoBankingRates about what wealthy boomers need to consider before retirement, highlighting eldercare expenses as a main area of focus. “Eldercare and assisted living costs have been and will continue to rise, so for people who have the means to do so […]
Best 5-Year CD Rates for October 2023 | The Wall Street Journal’s Buy Side
Dillon Haviland, financial advisor and certified financial planner at TBH Advisors, speaks with reporter Martha White about the best five-year CD rates for October 2023. “Having those CDs locked for a longer duration benefits clients who are a little skittish about the long-term outlook of the markets and the economy in general. For that five-year […]
6 tips for advisors to help rich young athlete clients with NIL | Financial Planning
Phil Reynolds, managing member at TBH Advisors, speaks with Financial Planning’s Victoria Zhuang about tips for advisors supporting clients with NIL deals. “The key point is understanding the terms of the deal: What responsibilities must the athlete fulfill, to receive the promised compensation? Obligations could include anything from creating social media posts to attending meet […]
U.S. stocks end lower after Fed leaves interest rates unchanged, signals another rise possible | MarketWatch
Frances Yue at MarketWatch turns to Travis Anderson, managing partner at TBH Advisors, to discuss the recent market activity following the Fed’s decision to not raise interest rates this month. “I think that the stock market is getting used to the expectations that rates are gonna be higher for longer,” says Anderson. Read the Article
