Planning for New Tax Deductions at Year End

Published on November 10, 2025

As year-end approaches, it’s a good idea for taxpayers to get a sense of their projected income for the year. This can drive important decisions on whether it might make sense to reduce or increase income (if possible) based on current circumstances.

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Cockroaches in the Coal Mine

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One of the most prominent characteristics of the financial markets that I’ve detected over the years is their tendency to obsess over a single topic at a given point in time. The topic eventually changes to another, but before it does, it’s often the thing people want to discuss to the near exclusion of everything else.

Why Some 401(k) Plans Still Resist Auto Features

November 10, 2025
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