Matthew Brodsky, CRPC

With the Tax Cuts and Jobs Acts set to expire at the end of 2025, investors may want to consider how they can take advantage of the lower tax brackets. This strategy is one way to do so.

Tax-gain harvesting, explained Potentially save on taxes when selling appreciated assets with this lesser-known tax strategy.

While generative AI has plenty of potential, the technology is prone to offering seemingly authoritative responses with imperfect information. When it comes to your financial life, you’ll want personalized advice from someone who knows your unique goals, priorities and values.

Artificial intelligence and your financial life Safely take advantage of AI’s benefits and mitigate the potential risks.

Regardless of where you are in your savings journey, I’m here to help you stay on track — so you can enjoy the retirement you’ve always envisioned.

7 retirement tips for every age Feel more confident about living the retirement you want, no matter what age or life stage you're in.

Tax rates are set to increase once the Tax Cuts and Jobs Act sunsets at the end of 2025. Here are three actions to consider taking before the current tax rates expire. Let's connect to discuss how these and other tax-saving strategies may help you.

3 actions to consider before the 2017 tax cuts expire Take advantage of the Tax Cuts and Jobs Act (TCJA) before it sunsets.

Fluctuating markets can sometimes lead to emotion-driven investment choices. Before you make a move, let’s connect to discuss any changes to your risk tolerance and time horizon.

3 ways to help reduce investment risk How can you mitigate investment risk? Consider these investment strategies to help reduce investment risk and potentially earn more consistent returns over time.

Have you checked your 401(k) so far this year? It may be time for a review. I can help you rebalance as needed.

Here’s what to consider when looking at interest rates and their influence on stock prices.

Will persistently high interest rates dampen stock momentum? Investors seeking clarity on the future direction of stocks may want to consider these clues.

Here’s an interesting analysis from Franklin Templeton on the upcoming U.S. elections. If you have any concerns about the potential market impact, let’s connect.

Do elections matter for markets? Understand the potential market implications of competing policy outcomes.

When it comes to paying for education, how much should you — or a student in your life — take out in loans? Find answers to this question and others about student borrowing and college loans.

Should you take out a loan for your child’s college? And answers to more of your questions on student debt.

China’s pivotal role in driving global growth has been called into question over the past few years, amid a downshift in its economic activity. Here’s how a China slowdown may affect U.S.-listed companies that are based, operate or sell into its market.

What the China slowdown may mean for U.S. stocks The impact of a slowing Chinese economy, explained.

Planning can turn dreams into realities. Let’s talk about where you want to be financially 1, 5 or even 20 years from now and how we can work together to help you get there.

Financial fraud is becoming more sophisticated and harder to detect. Be on the alert for these emerging scams and trends.

5 cybersecurity scams to watch for in 2024 Find out how you can detect and protect yourself from the latest fraudulent trends.

Ameriprise is celebrating its 130th anniversary. What a milestone! I'm proud to be part of a company that has a 130-year tradition of putting clients first. It’s an honor to join you on your journey to reaching your financial goals.

Did you know that each year you can give up to $18,000 ($36,000 for married couples) to as many people as you would like without incurring a federal gift tax liability? You can strategically give throughout your lifetime to help secure your loved ones’ futures, protect your assets and ease the tax burden on you and your estate.

Giving while living How to make lifetime gifting a part of your estate plan

There have been some reported glitches with the rollout of the new 2024-25 FAFSA form. If you’ve had issues filling out the application, know that you still have time before the June 30 deadline.

New FAFSA rules: How changes may affect your student’s financial aid eligibility Plan for college expenses with more confidence.

Will or trust: Which one is right for you? Learn the basics of both and how they may fit into your broader estate planning needs.

The basics of wills and trusts Get answers to frequently asked questions about the basics of wills and trusts.

Baby boomers are poised to pass on $84.4 trillion in wealth over the next two decades. Whether your inheritance is big or small, you don’t have to navigate the complexities alone. I will guide you through the process and help you determine how your inheritance may impact your financial goals.

Preparing for — and managing — an inheritance Effectively navigate the process of receiving and managing inherited wealth with this guide.

A thoughtful estate plan goes beyond who gets what. Let’s discuss the full benefits of an estate plan and how to get started.

The basics of estate planning Learn the fundamentals of estate planning and how it can benefit your legacy and loved ones.

You’ve likely heard the buzz around medications like Ozempic. Here’s a look at the unique market potential of this new class of drugs.

How a new class of weight-loss drugs is reshaping health care — and impacting the overall economy As demand for GLP-1 drugs soars, find out what they are and why they could present a unique opportunity.

Congratulations to the class of 2024! Best wishes on your next grand adventure.

I’m interested in forming alliances with CPAs and tax professionals that see value in incorporating customized financial services into their tax practice with a financial planning professional. Message me to see what an alliance could look like, or please share to your network.

Consumers lost more than $10 billion to fraud in 2023, which was a 14% increase compared to 2022, according to the Federal Trade Commission. Here’s what to watch for in 2024.

5 cybersecurity scams to watch for in 2024 Find out how you can detect and protect yourself from the latest fraudulent trends.

“With the S&P 500, NASDAQ, and Dow all tracing fresh all-time highs, investor sentiment has again shifted toward a more accepting view of current conditions, and one that continues to see lower inflation and rising profits driving a soft-landing for the U.S. economy this year.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Investor sentiment has again shifted toward a more accepting view of current conditions Get more expert insights by reading the latest Weekly Market Perspectives.

There can be a lot of misleading noise out there about the state of the U.S. economy. Don’t let it lead you astray when it comes to your investing decisions.

Common economic myths — debunked Separate fact from fiction.

I’m honored to announce I’ve received the 2024 Five Star Wealth Manager award. This award highlights wealth management professionals who provide excellent service to their clients. Thank you to my colleagues and clients who made this possible!

Matthew Brodsky CRPC in Beaverton, OR Get financial guidance in Beaverton, OR from Matthew Brodsky & balance pursuing tomorrow's dreams with your goals for today.

If the political noise surrounding the upcoming election is making you feel anxious about your investment strategy, let’s connect. Your investment portfolio should be built to weather different economic — and political — cycles.

2024 U.S. elections: What investors need to know Don’t let the political noise distract you from your investment strategy.

Elections can create uncertainty, but sitting on the sidelines could be a costly mistake. Get in touch to learn why dividend-paying stocks may be an effective strategy to help reduce risk–without sacrificing growth potential.

Starting this year, excess 529 plan funds can be moved to a Roth IRA, if you meet certain conditions. We can help determine how your family can take advantage of this new opportunity.

How new 529 rules can help with retirement planning How SECURE Act 2.0 has impacted 529 plans.

History has shown that staying invested can have its rewards. When we take the long view, past recessions look like bumps in the road along the path of long-term growth. Are you prepared to look past short-term volatility? Let’s talk about steps you can take to stay focused on your long-term goals.

From expense management to insurance underwriting, generative AI could automate many aspects of your financial life. But is this technology safe? Get tips on how to take advantage of AI’s benefits and protect yourself from the risks.

Artificial intelligence and your financial life Safely take advantage of AI’s benefits and mitigate the potential risks.