News and Commentary
Kerr Wealth Kernels
Unlock the Power of Dollar Cost Averaging
Discover how dollar cost averaging can reduce investment risk, build long-term wealth, and simplify your path to financial success.
The Rule of 55: Your Early Retirement Escape Hatch
Thinking about retiring before 59½ but worried about the 10% early withdrawal penalty on your retirement accounts? The Rule of 55 might be your golden ticket.
How to Handle Your 401(k) After Leaving Your Company
Explore smart strategies for managing your 401k after a job change, including rollovers, tax-efficient options, and long-term planning tips.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 06, 2025
Keep More of What You Earn: Building a Tax-Smart Portfolio
By making tax-smart decisions about what you invest in and where you hold it, you can keep more of your money working for you. Here’s how to build a tax-smart portfolio.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
2025 Tax Reform: A Look at Key Changes for Individuals and Families
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduces significant changes to the tax code that will impact how you file your 2025 tax returns—and returns for years to come.
2025 Tax Reform: A Look at Key Changes for Businesses
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduced significant changes to the tax code that may impact taxes for you or your business. How will you prepare?
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
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