QUICK REFERENCE: 2026 KEY FINANCIAL NUMBERS

18 may 2026 - alina carlson

There's a lot to keep track of when it comes to personal finances, and the IRS doesn't make it any easier by changing the numbers every year. We’ve put together our Quick Reference with the key 2026 figures in one place, from retirement contributions to gifting limits to tax brackets and more.

HOW TO INVEST IN SMALL CAPS

2 march 2026 - Manny Weintraub/Brew Markets

Manny Weintraub was a guest on the Brew Markets podcast to discuss investing in small capitalization stocks, a portion of the market that has been out of favor for many years but is showing signs of life. During his conversation with Ann Berry, Manny shared many insights, including his observation that investing in small caps is not well suited to passive strategies. “The nature of the rule-based approach to index inclusion means that when you own a small cap ETF, you are selling the stocks that do well and graduate into being mid-caps, and you are buying the stocks that are in decline and flunk out of being mid-caps.”

This interview is provided for general informational and educational purposes only and does not constitute investment advice, an offer, or a recommendation of any specific strategy or security. The views expressed are Manny Weintraub’s as of the date of the recording and may not reflect current views or the views of Cannell & Spears LLC. References to specific companies or securities, if mentioned, are for illustrative purposes only and should not be considered recommendations. Cannell & Spears LLC and its clients may hold positions in securities discussed and may buy or sell such securities at any time. Investing involves risk, including the possible loss of principal. Small-capitalization securities may be subject to greater volatility and liquidity risk than larger companies and any strategies discussed may not be suitable for all investors. Past performance is not indicative of future results.

FINANCIAL PLANNING FOR NEW PARENTS

2 march 2026 by alina carlson

“Last summer, my husband and I welcomed our daughter. In addition to painting her room and putting the crib together, we also set aside some time to make sure that we were organized from a financial standpoint. Here are some steps that new parents should consider when expanding their families.” - Alina Carlson

READY, SET… GIVE!

21 November 2025 by Alina Carlson

This year’s One Big Beautiful Bill Act (OBBBA) is changing the deductibility of charitable donations for both itemized filers and those who take the standard deduction. Therefore, charitable giving is one of those items that warrants staying on the 2025 to-do list, particularly for those who itemize their deductions. While the primary driver for charitable giving should inherently be about supporting an organization that one cares about, taxpayers who itemize have the added advantage of some tax savings.

ONE BIG BEAUTIFUL BILL ACT

20 August 2025 by William Herrman

With the passage of the “One Big Beautiful Bill Act”, there are some notable provisions. We want to bring your attention to some that are likely to impact discussions with your tax advisor and Cannell & Spears.

ROTH IRAs: TO DO OR NOT TO DO

16 Oct 2024 by Alina Carlson, CERTIFIED FINANCIAL PLANNER®

While speaking to many of our clients, I've found Roth IRAs have been somewhat of an enigma. What's not often discussed are the potential ways in which a Roth IRA can be used as a tool for yours/your children's long term financial success. Depending on multiple factors, you may be able to lessen your overall tax burden and contribute more tax-friendly dollars.

HOW WE THINK ABOUT STOCKS

10 April 2024 by Paul Wartman

07 June 2024 by Bob Morgenthau & Jeb Breece (podcast)

Clients sometimes ask why we don’t own a particular stock; usually the stock in question is a highflyer that has been in the news and just made an enormous move in price. Or they might ask if we are considering the purchase of a fallen angel, a revered company that the market believes has lost its way.

To answer, it is important to note that a “good company” does not always make for a “good stock” just as a “bad stock” does not always make for a “bad company”. It is really a discussion of Price vs Value.

We explored this topic in further detail in our Beyond Dollars Podcast. Listen now on Spotify or Apple Podcasts