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.
April 01, 2026
Understanding Trump Accounts: The New Way to Save for Kids
Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
January Investment Perspectives
In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.
Outlook 2026
Outlook 2026 offers the Janney Investment Strategy Group’s baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications in the New Year.
5 Simple Steps to Prepare for Tax Filing
Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
