News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 10, 2024
Chornyak & Associates: December News
'Tis the season for tax planning, and there are a few special moves that every 'HENRY' - high earner, not yet rich—should consider. Despite their high earnings, HENRYs have the "perfect storm" of factors weighing down their finances. They also typically have high expenses, particularly as they transition from DINKs—dual income, no kids—to HENRYs paying for larger homes and their kids' education. Our first article outlines strategies to help in this stage of financial planning. Let us know if you would like to discuss how we might assist you with your planning.
November 11, 2024
Chornyak & Associates: November News
As retirement draws nearer, it is important to expand your focus beyond accumulating assets, and start planning how you will generate annual income from those assets. Our first article looks at three important planning considerations for an effective retirement income strategy. Let us know if you would like to discuss how we might help you with your planning.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
