Blog
Which is Sturdier – A Three-Legged Stool or a Four-Legged Chair?
Four-Factor Investing: Quality, Value, Momentum, and Size Recently, we streamlined and enhanced our core investing strategy and moved from a three-legged stool to a four-legged chair. And, while we can make no […]
Maximizing Your 401(k) After 50: Key Strategies for Retirement Success
Turning 50 is a pivotal milestone, not just in life but in your financial planning journey. For many, this is a time to take a closer look at your retirement […]
How SECURE Act 2.0 Changes Could Impact Your Retirement Strategy in 2025
The SECURE Act 2.0 has introduced sweeping changes to retirement planning, several of which will take effect in 2025. These provisions aim to offer savers greater flexibility, more opportunities to […]
Q4 2024 Market Commentary
This report features world capital market performance and a timeline of events for the past quarter. It includes a global overview, as well as features the returns of stock and bond […]
The Wealth Advantage: Your Guide to Market Dynamics – Episode 1
Welcome to the first episode of The Wealth Advantage: Your Guide to Market Dynamics, our new quarterly video series designed to keep you informed about market trends and financial strategies. In […]
Maximizing Wealth Through Tax Management and Portfolio Rebalancing
Tax management and portfolio rebalancing are two essential strategies for optimizing investment performance and achieving financial goals. Whether through mitigating tax liabilities or maintaining target asset allocations, these approaches work […]
Case Study: Supporting a Company Through ESOP Liquidation and Private Equity Transition
Client Situation Resolute, a trusted financial advisor, was approached by a long-standing client-a local company for which Resolute provided fiduciary services and managed employee enrollment in the company’s 401(k) plan. […]
Tax-Planning: Your Year-End Checklist
As the New Year approaches and the busy holiday season is upon us, your year-end tax planning may not be top of mind. You may well want to put off […]
Understanding the Beneficial Ownership Reporting Requirement: Don’t Miss the Year-End Deadline
This article is geared toward business owners and/or anyone who may have any ownership in a “reporting company”. A reporting company is defined for these purposes as a corporation, limited […]
The Philanthropic Family: How to Teach Your Children About Giving Back
At Resolute, we believe in helping clients understand the value they can provide by sharing their wealth to impact those closest to them and causes they are passionate about. (Our […]
Investing After Retirement: Why it Pays to Have a Strategy
Leaving the working world behind requires a different mindset, especially when it comes to investing after retirement. Instead of focusing solely on building wealth, the priority shifts to managing how […]
Investing in Stocks and ETFs through Separately Managed Accounts
Learn the Benefits of Using SMAs to Customize Your Portfolio In this second installment in our Investment Strategy Series, we’re going to examine another facet of our streamlined and enhanced investing […]