Managing investment risk is one of the most critical elements of building and maintaining long-term wealth. At Canty Financial, we don’t see risk as something to avoid entirely; rather, we view it as a factor to balance based on your financial goals, time horizon, and comfort level. This article explains how we approach investment risk […]
As the year winds down, it's the perfect time to reflect on your financial progress and take advantage of key opportunities that can help you optimize your financial health. Year-end planning is not just about organizing your finances; it's about setting yourself up for success in the coming year. In this edition, we’ll guide you […]
As we enter the final quarter of 2024, the Federal Reserve’s recent 50-basis-point rate cut has ignited optimism. Historically, rate cuts have supported equity markets, particularly near market highs, but caution is essential in today’s environment. The economic landscape is shaped by post-pandemic recovery, government spending, and volatile interest rates. While consumer and corporate health […]
Inheriting an investment account can significantly impact your financial situation, but it also comes with important tax considerations. Whether you’ve inherited a regular brokerage account, an IRA/401(k), Roth IRA, or a trust, understanding the tax implications is crucial for managing your newfound wealth effectively. This article will guide you through the key tax issues related […]
