Money Archives - prismadvisor.com

30Oct2025

Maximizing Your Tax Savings Before Year-End

Thoughtful year-end planning can help you maximize deductions, take advantage of credits, and position yourself for a stronger financial future.

As the year draws to a close, now is the perfect time to review your finances and take steps to reduce your tax liability. Thoughtful year-end planning can help you maximize deductions, take advantage of credits, and position yourself for a stronger financial future. Here are key strategies to consider before December 31.

27Sep2025

Stock Market Update and October Outlook

September Recap: A Stronger Month Than Expected

September is often a tough month for the stock market, but this year was different. The S&P 500 and Nasdaq both climbed higher, helped by optimism around new technologies, strong company earnings, and the Federal Reserve beginning to cut interest rates. Big tech news, like Nvidia’s partnership with OpenAI, also gave markets a boost.

26Aug2025

Charitable Giving Strategies to Maximize Tax Benefits Before Year-End

With proper planning, charitable contributions can both reflect your values and provide meaningful tax advantages.

As the year winds down, many individuals begin thinking about charitable giving. For some, it’s an opportunity to support meaningful causes and make an impact in the community. For others, it’s also a strategic way to manage taxes before December 31. With proper planning, charitable contributions can both reflect your values and provide meaningful tax advantages. Here are several strategies to consider as you plan your year-end giving.

28Jul2025

Stock Market Update and August Outlook

The U.S. stock market showed resilience in July 2025, with the S&P 500 and Nasdaq reaching record highs despite ongoing trade policy uncertainties. The Dow also trended upward, nearing its first record high of the year. Strong corporate earnings, with 80% of S&P 500 companies beating expectations, and a robust labor market with a 4.1% unemployment rate supported market gains. Technology and consumer cyclical sectors led, with gains of 10.3% and 8.9%, respectively. However, tariff-related concerns introduced volatility, keeping investors cautious.

27Jun2025

Stock Market Update and July Outlook

As we closed the books on June, the stock market delivered another solid month of gains, building on the positive momentum seen throughout the first half of 2025. Investor sentiment remained strong, supported by resilient economic data, cooling inflation trends, and growing optimism around the Federal Reserve’s potential rate cuts later this year.

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Tag Archives: Money

Maximizing Your Tax Savings Before Year-End

Maximizing Your Tax Savings Before Year-End

Thoughtful year-end planning can help you maximize deductions, take advantage of credits, and position yourself for a stronger financial future.

Stock Market Update and October Outlook

September Recap: A Stronger Month Than Expected

Charitable Giving Strategies to Maximize Tax Benefits Before Year-End

Charitable Giving Strategies to Maximize Tax Benefits Before Year-End

With proper planning, charitable contributions can both reflect your values and provide meaningful tax advantages.

Stock Market Update and August Outlook

Stock Market Update and August Outlook

Stock Market Update and July Outlook

Stock Market Update and July Outlook