Abigail Gunderson, Senior Wealth Advisor, shares practical strategies for women’s retirement planning, including maxing out a 401(k) early and using spousal IRA accounts during caregiving years in Financial Planning.
Keith Fenstad, Director of Wealth Planning and Chief Compliance Officer, discusses how the OBBBA’s permanent $15 million estate tax exemption removed the “use it or lose it” urgency around gifting strategies in InvestmentNews.
Michael Pumphrey, Wealth Advisor, explains why paying down high-interest credit card and other debt should take priority over maxing out 401(k) contributions, and outlines how to balance retirement savings with debt payoff in MarketWatch.
Tom Bruce, Macro Investment Strategist, outlines the factors driving gold’s near-term consolidation, including interest rate expectations, central bank demand, and the long-term outlook for the precious metal in Kitco News.
Tom Bruce, Macro Investment Strategist, discusses the risks facing equity markets, including geopolitical tensions, inflation, interest rate expectations, and the outlook for AI-driven growth on FinTech.TV.
John Merrill, Founder, President and CIO, and Brian Merrill, Corporate Development Officer, discuss Tanglewood’s long-term succession planning, commitment to independent ownership, and multi-generational approach to client service and firm growth in Wealth Management.
Abigail Gunderson, Senior Wealth Advisor, discusses coordinating retirement planning between spouses in Kiplinger.
Abigail Gunderson, Senior Wealth Advisor, discusses the financial and emotional considerations of accepting a retirement buyout offer in Kiplinger.
Macro Investment Strategist Tom Bruce comments on rising inflation driven by higher energy prices and geopolitical tensions, and the broader economic impact on consumers and the Houston economy in the Houston Chronicle.
Wealth Advisor Michael Pumphrey breaks down strategies for managing student loan repayment while building long-term financial stability in InvestmentNews.
