INSIGHTS

EverPar Director of Investments David Ellis breaks down what is driving markets to record highs, why the 30-year Treasury matters, and how we are positioning portfolios heading into September....

We built a hypothetical couple from patterns we see across real clients to show how retirement planning actually works, lever by lever. By Courtney Hoffman, CFP®, AAMS™ EverPar Advisors...

Oklahoma business owners and high-income earners have access to a tax strategy that goes well beyond standard deductions. Here’s how transferable tax credits work and who they make sense for....

Most retired public safety officers qualify for a $3,000 annual tax exclusion on healthcare premiums. Here’s what it is, how SECURE Act 2.0 made it easier to claim, and what to do if...

The wrong Social Security decision can follow you for life. Here is what to know before you make it. By Courtney Hoffman, CFP®, AAMS™ EverPar Advisors Social Security seems...

Higher yields, less liquidity. Here’s what investors need to know before adding private credit to a portfolio. By Michael Christian, CFA®, CAIA® EverPar Advisors You’ve...

EverPar Director of Investments David Ellis breaks down how the Iran conflict is affecting energy prices, what it means for Fed policy, and how we’re positioning client portfolios heading into...

Earn too much for a Roth IRA? There’s still a way in. By Michael Christian, CFA®, CAIA® EverPar Advisors High earners who exceed the Roth IRA income limits often assume tax-free...

The order you withdraw from your retirement accounts can shape your tax bill, your Medicare premiums, and how long your money lasts. Here is how to think through it. By Courtney Hoffman, CFP®,...