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James S. Falcone
2 min read
Another Recession on the Horizon? History Says It’s Possible
Economic warning signs are flashing. Could we be heading for another recession? Learn what history tells us—and how to protect your wealth.
8

Fulcrum Wealth Advisors
3 min read
Navigating the Trade War: What Investors Need to Know Now
Trade tensions are reshaping markets—learn how to adjust your investment strategy to stay ahead of risks and opportunities.
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Jonathan V. Bever
15 min read
Outlook 2025: Lessons from the 1960s-1970s for Today’s Investors
Lessons from the 1960s-70s: How inflation, interest rates & Fed policy impact markets in 2025 + strategies for resilient investing.
115

Steven J. Rosenthal, CPA, CFP, JD
2 min read
BOI Reporting 2025: What Businesses Need to Know About Compliance & Delays
BOI reporting is delayed, but compliance will return. Learn what businesses need to prepare for FinCEN’s requirements under the Corporate Tr
31


Steven J. Rosenthal, CPA, CFP, JD
3 min read
Navigating Tax Proposals for the Trump Presidency
Trump's tax proposals could reshape financial planning. Learn strategies to adapt and stay ahead in a shifting tax landscape.
51


Steven J. Rosenthal, CPA, CFP, JD
2 min read
The Continuing Case for Roth IRA Conversions
With tax rates low in 2025, Roth IRA conversions offer a chance to grow assets tax-free and avoid RMDs. Learn how to act now.
34


James S. Falcone
3 min read
The 3-Question Annual Review for Wealth Builders
It’s time to reflect. Are your finances aligned with your goals? Are you protecting your wealth and maximizing opportunities?
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Steven J. Rosenthal, CPA, CFP, JD
2 min read
Tax Considerations for Selling a Business
Thinking about selling your business? Don’t let taxes take a big bite out of your profits. Discover the critical tax considerations and stra
31


James S. Falcone
4 min read
Navigating Post-Election Market Shifts: What It Means for Your Wealth
The 2024 presidential election has reshaped the financial landscape, creating opportunities and challenges for wealth builders. From market
70


James S. Falcone
3 min read
Where Is My Money Actually Held When Managed by a Registered Investment Advisor?
Where is your money held with an RIA? Discover how third-party custodians protect your retirement savings securely.
72


Steven J. Rosenthal, CPA, CFP, JD
2 min read
Maximize Your Real Estate Profits: How Section 1031 Can Save You Big on Taxes
Defer capital gains taxes with a Section 1031 exchange—learn the key steps and tax-saving benefits for real estate investors.
47


James S. Falcone
5 min read
Is It Safe to Have a Registered Investment Advisor Manage My Retirement Savings?
Can you trust an RIA with your retirement savings? Learn how RIAs provide safety, transparency, and personalized guidance.
53


Steven J. Rosenthal, CPA, CFP, JD
2 min read
Unlock Tax Benefits with Opportunity Zone Investing for Long-Term Gains
Unlock tax savings and growth potential with Opportunity Zones. Ideal for retirement-focused investors seeking long-term gains.
49

Steven J. Rosenthal, CPA, CFP, JD
2 min read
RMD Update for Designated Beneficiaries: Understanding the 10-Year Rule for Inherited IRAs
Learn about the IRS's new RMD rules for inherited IRAs and how the 10-year rule impacts your distributions and tax strategies.
78


Steven J. Rosenthal, CPA, CFP, JD
2 min read
Tax Loss Harvesting: Maximize Tax Savings on Your Investments
Unlock the power of tax loss harvesting to offset capital gains, reduce taxes, and optimize your investment portfolio throughout the year.
213

Steven J. Rosenthal, CPA, CFP, JD
2 min read
Relocating Out-of-State to Avoid Washington Estate Taxes
Avoid Washington estate taxes by relocating. Fulcrum Wealth Advisors provides strategies to ensure a smooth transition and tax savings.
293

Steven J. Rosenthal, CPA, CFP, JD
2 min read
Preparing for Higher Tax Rates
Prepare for higher tax rates as Trump-era cuts expire. Fulcrum Wealth Advisors offers strategies to manage and mitigate upcoming changes.
86


James S. Falcone
5 min read
Prepare For Future Estate Tax Law Changes
Future estate tax changes in 2026 mean it's wise to start planning now. Secure your assets early.
193


Steven J. Rosenthal, CPA, CFP, JD
2 min read
Out-of-State Property Taxation
Out-of-state real estate investments can offer diversification but come with tax implications. Learn how to invest tax-efficiently.
95


Fulcrum Wealth Advisors
2 min read
Navigating Retirement: Understanding Currency Strength and Your Investments
Explore how Japan’s currency trends offer crucial lessons for robust retirement planning.
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