April 24, 2024
April Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group discusses what you need to know about economic activity in the Eurozone, declining interest rate volatility, and recent stock market performance.
April 23, 2024
The Simmons Point Group is proud to announce that Craig Sherrer has been promoted to the position of First Vice President. Congratulations to Craig for this acknowledgment of all of the hard work and dedication he shows our clients.
April 23, 2024
Healthy Economic Readings Should Support a Positive Earnings Season
In its weekly update, our Investment Strategy Group breaks down the latest market and economic news.
April 22, 2024
Last week, the Simmons Point Group was proud to attend a gala in support of Orange Ribbons for Jaime. For more information on Orange Ribbons for Jaime and the causes it supports, please visit their website at https://orangeribbonsforjaime.org/
April 19, 2024
Last week, the Simmons Point Group was proud to support the North Fork Breast Health Coalition at their annual Pink Pearl Gala. It was a great night for an incredible cause.
April 15, 2024
3 Tax-Planning Considerations Ahead of Next Year's TCJA Sunset
The Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025, meaning significant changes could be on the horizon for taxpayers. Learn about some things to consider and strategies to help mitigate the potential tax risks.
April 12, 2024
A Healthy Labor Market but Stubbornly High Inflation
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
April 11, 2024
Here’s How Advisor Businesses Are Finding Great Talent Now
Last week, Gary Lukachinski was selected to be interviewed by Barron’s. The topic of discussion, how Gary and the team look for top-tier talent and their past hiring experiences
April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
April 09, 2024
The Simmons Point Group is pleased to announce that Gary Lukachinski has been ranked as a Forbes Best-In-State Wealth Advisor for 2024. We're proud of all the hard work he puts in, and the dedication that he shows his clients.
April 09, 2024
Reposition Assets for Tax-Efficient Wealth Transfer
If you’re close to or in retirement, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy. Here are some ideas to consider.
April 08, 2024
Finding Some Zen in a Garden of Volatility
Our Investment Strategy Group discusses the latest trends and updates in the fixed income market through the first quarter of 2024 and what it means for investors.
April 05, 2024
An Encouraging Manufacturing Signal but Sticky Inflation
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
April 03, 2024
Investment Themes for the Next Decade
In this report, our Investment Strategy Group reviews the major investment trends that will influence the economy and markets in the coming years, including advancements in artificial intelligence, the impact of aging demographics on health care, and shifts toward clean energy.
April 02, 2024
Stock Market Dynamics Remain Healthy
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
April 01, 2024
Tips for Leveraging 529 Education Savings Plans
A 529 Education Savings Plan can be a great way to save for your children's or grandchildren’s education. Below are some of the key benefits of a 529 plan:
- Some states allow a tax deduction from (or credit against) state taxes for all or part of your contributions and will not pay any federal tax on earnings as long as the proceeds are used for a qualified education expense.
- The account owner maintains control of the account and determines the amount and timing of distributions.
- There are no income limits, and 529 plans have no time or age limits on contributions or withdrawals.
Read more about the benefits of a 529 plan.