According to a 2023 survey of over 1,000 Americans conducted by GOBankingRates, 40% stated that they had a monthly car loan payment. To that end, Trump’s OBBBA (tax reduction act) now allows eligible taxpayers to deduct up to $10,000 of annual interest payments for loans made on new U.S.-assembled vehicles. It’s no surprise that the government…
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What worries you the most about your investment portfolio in 2026? Deutsche Bank (DB) surveyed 400 asset managers about their concerns as part of DB’s recently released 2026 Global Markets Survey. As you can see from the chart, respondents’ biggest worry by far is the technology bubble bursting in 2026. More than half the respondents…
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Whether you’re a President Donald Trump supporter or critic, his modus operandi is probably obvious to everyone. He promotes big ideas – preferably with his name on them for posterity – but leaves it to others to figure out the details. With that in mind, let’s evaluate the Trump Account, his new signature savings program…
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In a previous article I discussed what can happen when the concentration of a stock in an investment portfolio has become too high. The simplest solution is to sell some amount of the stock and pay the taxes, reminding yourself how much the stock’s growth (even after taxes) has increased your wealth. But there are…
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If you are employed by one of the myriad tech companies here in Silicon Valley, you have likely accumulated lots of company stock through stock options and/or restricted stock units (RSUs). If you haven’t been selling your shares as they vested, the runup in stock prices over the past decade has probably been a cause…
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Many cities today face the challenge of increasing the availability of affordable housing. The common approach is to find ways to generate more new housing. That usually involves municipal or state subsidies or tax breaks for land and development. A recent analysis by Moody’s Analytics suggests there may be an additional way to address this…
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Cognizant Wealth Advisors, LLC ("Cognizant") is a dba of Perigon Wealth Management, LLC ("Perigon").
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For additional disclosures, please visit www.perigonwealth.com.
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