Category: Blogs

March 10, 2026

Trump Accounts are a new tax-advantaged savings vehicle for children created under recent federal legislation. Before families rush to open one, there are contribution rules, estate planning implications, and unanswered...

March 2, 2026

Artificial intelligence is raising real questions about the subscription software model that powered some of the best performing tech stocks of the last decade. Here is what is driving the...

February 23, 2026

Accurate tax returns for complex financial lives depend on more than a checklist. While your tax preparer can request standard forms, there are critical details, elections, and documentation that only...

February 12, 2026

Quantitative easing is one of the most misunderstood tools in modern monetary policy. While it can stabilise markets during periods of crisis, it also distorts asset prices and risk signals....

January 27, 2026

IRS savings limits increased for 2026. Learn the new 401(k), IRA, Roth IRA income thresholds, and catch-up rules, plus what to update to stay optimized.

January 15, 2026

GHP Investment Advisors often favors individual stock portfolios over mutual funds because they offer greater control, transparency, and tax efficiency. Unlike mutual funds, which can create unexpected capital gain distributions...

December 22, 2025

Inheriting a retirement account comes with complex rules and tax consequences that differ significantly from managing your own IRA. Understanding inherited IRA distribution requirements, including the 10 year rule, eligible...

December 21, 2025

If you have heard the word hyperscaler but are not sure what it means, you are not alone. These massive cloud computing companies power much of the internet and sit...

November 19, 2025

Cybercriminals exploit year-end distractions to compromise financial accounts. Learn how AI-powered deepfakes and voice cloning scams target wealth management clients, and get your complete fraud prevention action plan. At GHP...

November 13, 2025

Index concentration has surged. The top ten companies now represent about 40 percent of the S&P 500’s value and trade at richer valuations than the rest. We explain what that...

October 23, 2025

Talking to aging parents about finances should begin with their wishes, not paperwork. This guide shows how to start with care, cover the essentials, and organize key details in one...

September 30, 2025

The IRS will phase out paper refund checks starting September 30, 2025. Taxpayers should prepare by updating direct deposit information and staying alert to new guidance as refunds move to...

September 29, 2025

Share buybacks have surged to record levels in 2025, with S&P 500 companies spending more than $528 billion in the first half of the year. Buybacks can signal confidence, enhance...

August 28, 2025

If you have an old 401(k) from a previous employer, knowing what to do with it is essential. This guide outlines your key options, tax implications, and expert considerations to...

August 8, 2025

If charitable giving is part of your financial plan, the latest updates under the One Big Beautiful Bill Act (OBBBA) could make a difference. Beginning in 2025, non-itemizers can deduct...

August 8, 2025

If you have an old 401(k) from a previous employer, knowing what to do with it is essential. This guide outlines your key options, tax implications, and expert considerations to...

July 29, 2025

A new federal law could make car loans more tax friendly in 2025. If you plan to finance a vehicle, find out whether you qualify to deduct the interest, even...

July 22, 2025

New federal legislation is accelerating the end of two major energy tax credits. If you are planning energy-efficient home upgrades or clean energy installations, you must act before December 31,...

July 21, 2025

Federal electric vehicle incentives expire after September 30, 2025. Learn how to qualify in time and what benefits may still be available in Colorado.

July 17, 2025

Starting in 2026, the federal estate, gift, and GST tax exemption will increase permanently to $15 million per individual, indexed for inflation. This update eliminates the risk of a lower...