News and Commentary
Kerr Wealth Kernels
Donor-Advised Funds – Tax Relief for High Earners in 2026
High federal tax rates hit hard when you’re in the top brackets. With new 2026 rules under the One Big Beautiful Bill Act—including a 0.5% AGI floor on itemized deductions and a 35% effective cap for the 37% bracket—smart planning matters more than ever. One proven tool? Donor-Advised Funds (DAFs).
Big Raise or Bonus? Don’t Let It Disappear, Make It Multiply
Congrats! That extra paycheck feels amazing. But here’s the secret most people miss: the real win isn’t spending it—it’s keeping it working for you for decades.
Roth Conversions—Your 2026 Opportunity
Welcome to Kerr Wealth Kernels. In 2026, Roth IRA conversions remain one of the smartest possible moves for many investors.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 01, 2026
Outlook 2026: Mid-Year Update
Janney’s Investment Strategy Group shared its Mid-Year Update, with a generally constructive outlook for the second half of 2026. Be sure to read it to prepare for what’s ahead.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Building Better Password Habits
Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.
Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
