End-of-Year Tax Planning Strategies for High-Income and High-Net-Worth Households
November 27, 2023
As the year concludes, high-income and high-net-worth households need to consider strategies that can help them minimize their tax liability and maximize their savings. Many of these end-of-year tax strategies revolve around assessing a taxpayer’s marginal tax bracket now versus where it will likely be. At Janiczek Wealth Management, we utilize tax projection software to help our clients make these end-of-year tax planning decisions with clarity and confidence, to minimize ...
Investment Conditions and Outlook
October 10, 2023
October 2023 Investment Conditions & Outlook Executive Summary The third quarter of 2023 commenced with strength but swiftly recalibrated expectations. Long-term rates surged, which undoubtedly defied projections and challenged the expected yield decline. Many assumed rates would be lower by this point, but economic resiliency remained. Simultaneously, the rapid rise in oil prices, a result of the delicate balance between OPEC supply constraints and escalating demand, underscored the market’s sensitivity ...
