• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

Private Wealth Management in Austin, TX

Resonance Financial

(512) 456-7554

Search

  • About
    • The Firm
    • Bios
    • Financial Tools
    • Investment Approach
  • FAQ
  • Services
    • Financial Planning in Austin
    • Asset Management in Austin
  • Blog
    • Blog
  • Sitemap
  • Clients
    • Schwab Account Access
    • Financial Plan Login
  • Contact

Blog

Higher Yielding Investments

Posted on: 05.16.16 By: Jason Self

Income-oriented investors have had a difficult environment for several years as persistently low interest rates have pressured traditional sources of yield. By broadening their search criteria, investors may uncover new ways to diversify their income portfolios with potentially more attractiveRead More >

Tax-Free Income with Municipal Bonds

Posted on: 05.05.16 By: Jason Self

Municipal bond issues are a very popular way to earn tax-free income.  Municipal bonds (also known as “munis”) are fixed-income investments that may provide higher after-tax returns than similar taxable corporate or government issues depending on your specific tax situation.Read More >

Considering a Home Equity Loan?

Posted on: 04.28.16 By: Jason Self

The Federal Reserve has set the wheels in motion and for the first time in nearly a decade, interest rates are on an upward trajectory. The initial hike was a modest one quarter of one percentage point — not aRead More >

The Charitable IRA Transfer

Posted on: 04.22.16 By: Jason Self

In December 2015, President Obama signed into law the “Protecting Americans From Tax Hikes Act of 2015.” This new ruling made permanent many tax breaks that had been dubbed “extenders” as taxpayers would have to wait — typically until theRead More >

Wealth Transfer in a Low-rate Environment

Posted on: 04.15.16 By: Jason Self

For those fortunate few individuals whose personal wealth exceeds the current estate-tax exemption threshold — $5.43 million for 2015 rising to $5.45 million for 2016 — today’s historically low interest rate environment offers potentially powerful wealth transfer opportunities. Low interestRead More >

How Might Rising Interest Rates Affect Your Stock Investments?

Posted on: 01.22.16 By: Jason Self

The Federal Reserve’s actions can have a marked influence on the economy and financial markets. For instance, some market analysts believe that the Fed’s massive, multi-year bond-buying program coupled with a record-setting period of near-zero interest rates fueled the six-yearRead More >

Social Security Changes

Budget Deal Affects Social Security Options

Posted on: 01.08.16 By: Jason Self

On Monday, November 2, President Obama signed into law H.R. 1314, the “Bipartisan Budget Act of 2015.” One significant byproduct of the legislation is the elimination and/or curbing of two Social Security filing strategies that two-income married couples may haveRead More >

Cost of Living Adjustments for 2016

Posted on: 12.20.15 By: Jason Self

The IRS has released the cost-of-living adjustments (COLA) affecting dollar limitations for Individual Retirement Accounts (IRAs), defined contribution and other retirement-related items for tax year 2016. In general, most limits will remain unchanged for 2016 because the increase in theRead More >

Three Year-end Tax Reduction Tips

Posted on: 12.10.15 By: Jason Self

 Three Year-end Tax Reduction Tips Even though April 15 now seems a distant deadline for filing your 2015 tax returns, in order to take advantage of some of the biggest tax reduction strategies, you have to act before the endRead More >

Community Involvement

Posted on: 08.18.15 By: Jason Self

Resonance Financial proudly served as the Flagship Sponsor of the Steiner Ranch Concert in the Park event this year.  Proceeds from the event benefitted the Leander Independent School District.  Resonance Financial donated $2,000 in cash along with hundreds of dollars in prizesRead More >

  • « Go to Previous Page
  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Go to page 4
  • Go to Next Page »

sidebar

  • Home
  • Blog
  • Contact

16201 Dodd St., Volente, TX 78641

Copyright 2015 Resonance Financial, LLC

Privacy Policy

ADV 2

BrokerCheck