Articles
Strategic Roth Conversions: Asset Location & Roth Conversions
👉 Watch Now: “Strategic Roth Conversions – Asset Location & Roth Conversions” In our latest video, Brayden Thomas explains: Learn the differences between taxable, tax-deferred, and tax-free accounts Discover which […]
Strategic Roth Conversions: Passing On Wealth, Not Taxes
👉 Watch Now: “Passing On Wealth, Not Taxes: The Legacy Advantage of Roth Conversions” ⏱️ What You’ll Learn: The key differences between Traditional IRAs and Roth IRAs in estate planning […]
Strategic Roth Conversions: A Blueprint to Lowering Your Lifetime Tax Bill
If you’ve accumulated significant savings in pre-tax retirement accounts—like 401(k)s or traditional IRAs—you’re not alone. These accounts are often the foundation of a successful retirement strategy. But as retirement […]
Strategic Roth Conversions: Identifying Conversion Opportunities
👉 Watch Now: “Strategic Roth Conversions – Identifying Conversion Opportunities” In our latest video, Ryan Geary explains: What is a Roth Conversion? When and why it makes sense Key tax […]
5 Smart Moves to Make in a Volatile Market
While periods of market volatility may bring challenges, they may also present opportunities. Taking a measured approach can help align your financial strategy with today’s conditions — while keeping long-term […]
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. […]