Market swings can feel like a rollercoaster, but they can also unlock hidden opportunities. Recent volatility has left many investors uneasy, yet it opens the door to strategic moves like tax-loss harvesting—selling losing investments to offset taxable gains. This technique can lower your tax bill and boost your aftertax returns, strengthening your portfolio for the […]
Over the past several weeks, markets have been reacting to a mix of economic headlines and renewed uncertainty. U.S. stocks—particularly in growth-oriented sectors—have experienced heightened volatility, driven by persistent inflation concerns, new tariff developments, and signs of slowing economic growth. Looking ahead, the Federal Reserve has signaled that they may continue lowering interest rates later […]
A Message from Canty Financial Tax season is in full swing, but tax planning isn’t just about filing—it’s about long-term strategy. Whether you're still working or fully retired, making smart moves now can reduce your lifetime tax bill, minimize investment drag, and preserve more of your wealth for the future. Below, we outline key tax […]
Managing investment risk is one of the most critical elements of building and maintaining long-term wealth. At Canty Financial, we don’t see risk as something to avoid entirely; rather, we view it as a factor to balance based on your financial goals, time horizon, and comfort level. This article explains how we approach investment risk […]
