Insights

Optimizing Charitable Giving and Taxes Over Your Lifetime: Exploring Strategies Beyond Donor-Advised Funds

Kristin Bartlow

12/05/2023

Estate Planning for Business Owners: Tax-Efficient Ways to Transfer Your Company to the Next Generation

<img src="https://www.journeystrategicwealth.com/wp-content/uploads/2023/10/bfblog-150x150.webp" width="45" height="45" alt="Brian" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo" />

Brian

11/27/2023

How to Assess Your Financial Future in an Uncertain Economy

<img src="https://www.journeystrategicwealth.com/wp-content/uploads/2022/10/mark_n-150x150.jpg" width="45" height="45" alt="Mark" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo" />

Mark

11/14/2023

November 2023 Market Commentary

<img width="45" height="45" alt="Mark Lebida, CFA®" data-src="https://www.journeystrategicwealth.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="45" height="45" alt="Mark Lebida, CFA®" data-src="https://www.journeystrategicwealth.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="45" height="45" alt="Mark Lebida, CFA®" data-src="https://www.journeystrategicwealth.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img src="https://www.journeystrategicwealth.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" width="45" height="45" alt="Mark Lebida, CFA®" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo" />

Mark Lebida, CFA®

11/10/2023

October 2023 Market Commentary

<img width="45" height="45" alt="Mark Lebida, CFA®" data-src="https://www.journeystrategicwealth.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="45" height="45" alt="Mark Lebida, CFA®" data-src="https://www.journeystrategicwealth.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="45" height="45" alt="Mark Lebida, CFA®" data-src="https://www.journeystrategicwealth.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img src="https://www.journeystrategicwealth.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" width="45" height="45" alt="Mark Lebida, CFA®" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo" />

Mark Lebida, CFA®

10/15/2023

The Hidden Tax Traps of Retirement Account Withdrawals and How to Avoid Them

<img src="https://www.journeystrategicwealth.com/wp-content/uploads/2023/10/bfblog-150x150.webp" width="45" height="45" alt="Brian" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo" />

Brian

10/06/2023

The Tech Executive’s Guide to Tax-Efficient Investing in Volatile Markets

<img src="https://www.journeystrategicwealth.com/wp-content/uploads/2022/10/mark_n-150x150.jpg" width="45" height="45" alt="Mark" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo" />

Mark

10/04/2023

September 2023 Market Commentary

<img width="45" height="45" alt="Mark Lebida, CFA®" data-src="https://www.journeystrategicwealth.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="45" height="45" alt="Mark Lebida, CFA®" data-src="https://www.journeystrategicwealth.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="45" height="45" alt="Mark Lebida, CFA®" data-src="https://www.journeystrategicwealth.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img src="https://www.journeystrategicwealth.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" width="45" height="45" alt="Mark Lebida, CFA®" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo" />

Mark Lebida, CFA®

09/10/2023

August 2023 Market Commentary

<img width="45" height="45" alt="Mark Lebida, CFA®" data-src="https://www.journeystrategicwealth.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="45" height="45" alt="Mark Lebida, CFA®" data-src="https://www.journeystrategicwealth.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="45" height="45" alt="Mark Lebida, CFA®" data-src="https://www.journeystrategicwealth.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img src="https://www.journeystrategicwealth.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" width="45" height="45" alt="Mark Lebida, CFA®" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo" />

Mark Lebida, CFA®

08/10/2023

July 2023 Market Commentary

<img width="45" height="45" alt="Mark Lebida, CFA®" data-src="https://www.journeystrategicwealth.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="45" height="45" alt="Mark Lebida, CFA®" data-src="https://www.journeystrategicwealth.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="45" height="45" alt="Mark Lebida, CFA®" data-src="https://www.journeystrategicwealth.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img src="https://www.journeystrategicwealth.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" width="45" height="45" alt="Mark Lebida, CFA®" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo" />

Mark Lebida, CFA®

07/10/2023

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