At Canty Financial Management, we focus on providing strategic insights and disciplined portfolio management. In this update, we review the key market developments of 2024, share our outlook for 2025, and outline the principles guiding our portfolio strategies, including diversification, quality, and tax efficiency. Year in Review for 2024 In 2024, the markets experienced a […]
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 […]
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 […]
