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Investment Planning

Home|Leadership Articles|Investment Planning
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A Fed Rate Cut Isn’t a Free Lunch

September 29, 2025 | in Financial Planning, Investment Planning

Think of the Fed like a thermostat. Things ran hot, they turned the heat down. Now they’re more worried the room gets too cold (jobs softening) so they turned the heat up a notch with a small rate cut and moved back to a flexible 2% inflation goal. Helpful. Not heroic.

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Why Real Estate Can Be the Trickiest Inheritance of All

September 23, 2025 | in Financial Planning, Investment Planning

Few things in the tax code inspire more head scratching than the Alternative Minimum Tax. If you’ve ever filed your return, seen one number for “regular tax” and another for “AMT,” and wondered why on earth we have two systems in the first place—you’re not alone.

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Breaking Down the One Big Beautiful Bill: AMT Relief

September 16, 2025 | in Financial Planning, Investment Planning

Few things in the tax code inspire more head scratching than the Alternative Minimum Tax. If you’ve ever filed your return, seen one number for “regular tax” and another for “AMT,” and wondered why on earth we have two systems in the first place—you’re not alone.

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New Highs Aren’t New, They’re Normal

September 9, 2025 | in Financial Planning, Investment Planning

If your gut tightens when the market prints another record, you’re not alone. Buying at an all-time high feels like walking onto a moving treadmill. What if this is the top?

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Breaking Down the One Big Beautiful Bill: Trump Accounts

September 2, 2025 | in Financial Planning, Investment Planning

Helping children build lasting financial foundations just got easier. Starting in 2026, a new retirement account for kids offers parents a powerful legacy tool.

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Breaking Down the One Big Beautiful Bill: The New Senior Deduction

August 26, 2025 | in Financial Planning, Investment Planning

The One Big Beautiful Bill (OBBB) is the kind of sweeping tax law that gets a lot of airtime—and even more confusion. Headlines scream big promises, while the fine print tells a different story.

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Exploring Types of Investment Strategies

January 10, 2024 | in Investment Planning

Learn about the different types of investment strategies and the advantages they provide investors.

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Hobart Wealth is a DBA of Hobart Private Capital, LLC. Investment advisory services offered through Hobart Private Capital, LLC, an SEC-Registered Investment Advisor. Insurance services offered separately through Hobart Insurance Services, LLC, an affiliated insurance agency. Hobart Private Capital and its affiliates are not certified tax or legal advisors. Any reduction in taxes would depend on your specific tax situation. You are advised to seek the advice of a qualified tax or legal professional for such matters. This information is intended for educational purposes only. It is not intended to provide any investment advice or provide the basis for any investment decisions. Investing in securities involves risk, including potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Please see Item 8 of our ADV 2A Brochure for additional information on the risks associated with our services. By submitting your contact information, you consent to be contacted in the future regarding retirement income strategies that utilize insurance and investment products. Any references to protection of benefits, safety, security, or steady and reliable income refer only to fixed insurance products. They do not refer, in any way, to securities or investment products. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company, and may be subject to fees, surrender charges, and holding periods which vary by insurance company. Insurance products are not FDIC insured. Our firm provides links to third party articles to assist users in locating information on topics that might be of interest to them. Linking to an article or web site does not constitute a representation of the services offered by our firm nor does it constitute an endorsement by the Firm of the sponsors of the site or the products presented on the site. Please consult your tax, legal, and/or financial advisor prior to making any decisions regarding these third-party articles. Hobart Wealth is not affiliated with the U.S. government or a governmental agency. No information contained within was approved by, endorsed by, or authorized by the Social Security Administration.

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