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.

THE 10 FINANCIAL DECISIONS TO MAKE THE MOST OF YOUR 20s

05 june 2024 by Jennifer B. Lynn

25 July 2024 by Jennifer B. Lynn & Aashumi Mody (Podcast)

Personal finance in your 20s can lay the ground for your financial success and stability, but it can be a little overwhelming to navigate at the outset.  What do you do with that first paycheck? Should you contribute to your 401k? When should you start investing? In what stocks?

The questions to consider and actions to take are plenty, so we’ve put together a guide to help you begin your financial journey. The most important rule? Get started.

Listen on Spotify or Apple Podcasts

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