Sending a child off to college is a major milestone for any family, whether you’re a parent, grandparent, or close friend. It’s an exciting time, filled with anticipation and perhaps a bit of trepidation. There’s so much to do, and time seems to fly by. As the big day approaches, you might find yourself helping […]

If you are a small business owner—or plan to be one—you should be aware of a new reporting requirement. The Corporate Transparency Act (CTA), passed in 2021, changed beneficial ownership rules, which is expected to impact 32 million businesses in 2024 alone. Suppose you own more than 25% of a company, directly or indirectly. In […]

In the fifth edition of our semi-annual market and firm review, we discuss  recent news within our team, where we see the market heading, what makes Olistico Wealth different than your typical advisor, and more. Click the image below to see the entire magazine. Having trouble opening this file? Click the link below. Retrospect Volume […]

What’s new? For most of the past quarter-century, stocks and bonds have moved in opposite directions. This movement created what’s called a negative correlation between these two asset classes. But in recent months, the correlation between stocks and bonds hit multi-decade highs. As you can see in the chart above (courtesy of YCharts), the correlation […]

A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the amount you needed to retire comfortably. This was an effective way for financial services companies to get people thinking about retirement and encouraging them to strive toward a specific monetary goal. But is asking for a […]

Give your children the gift of financial literacy. They’ll thank you later! If you are a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the pressure can build to impart more of your wisdom. One area you shouldn’t overlook is […]

As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight with uncertainty ahead. It’s a difficult question to answer. From 1928 to 2020, the Standard & Poor’s 500 has […]

Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide financial support for the child long after the parents or guardian has passed away. The passage of the SECURE […]

Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and productive conversations around this sensitive topic? We want to explore money’s psychological impact on our bonds with others. We’ll […]

It’s a fun time of year for football fans. The NFL playoffs are in full swing, and the Big Game is just around the corner. While football fans will tune in for the matchups, commercials, and Usher’s Big Game halftime show, you may not realize that a segment of viewers will be watching the game […]

With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the TCJA are permanent, such as reducing the corporate tax rate from 35 percent to 21 […]

We are in the midst of an unprecedented transfer of wealth, with trillions of dollars being moved from one generation to the next. This transfer challenges many commonly held notions as new values and interests become more prominent. In short, the economy is changing, and while some of these new practices might raise an eyebrow […]