Posts by Linscomb Wealth
5 Practical Steps to Prepare for a Stress-Free Tax Season
The start of a new year brings fresh opportunities to set goals, reflect on the past, and prepare for the months ahead. It is also the perfect time to get a jumpstart on one of the year’s most critical financial milestones: tax season. Tackling your taxes early can help reduce stress, uncover potential savings, and…
Read MoreHow to Maximize Your Charitable Giving
It’s hard to believe we’re winding down 2024, isn’t it? This time of year, many of us reflect on ways to give back and support causes close to our hearts. For those with a charitable mindset, year-end is a prime time to make meaningful contributions. And when it comes to charitable giving, a little planning…
Read More10 Important Financial Questions to Ask Yourself Before Year-End
As 2024 draws to a close, it’s a good time to reflect on your financial situation and set yourself up for success in the coming year. Whether you’re managing personal finances, planning for retirement, or strategizing as a business owner, this checklist covers essential questions to help you navigate year-end financial planning. From tax strategies…
Read MorePresidential Election 2024: Impact on Markets & Policies
With the majority of votes counted, Donald J. Trump is projected to win the 2024 U.S. Presidential Election. The Republican Party has also increased its representation in Congress, securing control of the Senate. However, several House races remain undecided, leaving the balance of power in the House of Representatives uncertain. We expect those results to…
Read MoreProtect Your Data During the Holiday Season
As the holiday season approaches, many of us are busy shopping online, traveling, and connecting with loved ones through digital platforms. While this time of year brings joy and excitement, it also provides ample opportunities for cybercriminals to exploit vulnerabilities. From phishing scams to identity theft, digital threats tend to surge during this time, making…
Read MoreNavigating Market Uncertainty: The Presidential Election and Your Investments
As the upcoming presidential election draws near, many investors are understandably concerned about how the results could impact financial markets. It’s natural to feel anxious, but history teaches us a valuable lesson: the market’s reaction to elections is often less dramatic than we might expect. In this article, we’ll explore the potential impact of the…
Read MoreStaying Prepared for Hurricane Season
As Hurricane Beryl recently proved, hurricane season is upon us once again. During this time of year, ensuring both your physical safety and financial stability is paramount. At Linscomb Wealth, we recognize the importance of being prepared, so we’ve crafted this reference guide to help you navigate the uncertainties of hurricane season. By taking these…
Read MoreNavigating Generational Wealth Transfers: Preserving and Growing Your Family Assets
Managing generational wealth transfers is a critical aspect of preserving family assets for the future. While strategies to minimize transfer taxes and grow assets outside the wealth creators’ estate are essential, it’s equally important to prepare heirs to manage wealth responsibly. Without this preparation, children and grandchildren may be ill-equipped to handle their inheritance and…
Read MoreQ1 2024
Welcome to Linscomb Wealth’s Quarterly Market Commentary, where we dive deep into the latest trends, opportunities, and challenges shaping the financial landscape. Whether you’re a seasoned investor or exploring new opportunities, we’re here to equip you with the knowledge and perspectives needed to make informed decisions and help achieve your financial goals. The Economy At…
Read MoreI Should Have Been a Cowboy?
Every Spring, Houstonians welcome the Houston Livestock Show and Rodeo back to town. Seeking to educate visitors about agriculture, western heritage, and supporting Texas youth through scholarships, the Houston Rodeo brings the community together for three weeks each year in Texas-sized fashion! Now, I’m not much of a sports fan but I love the Rodeo!…
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