Exponential Wealth Management

Blog

Advanced Estate Planning Strategies for High-Net-Worth Families Ahead of the 2025 TCJA Sunset The Tax Cuts and Jobs Act (TCJA) of 2017 introduced significant changes to the U.S. tax code, notably expanding the exemptions for estate, gift, and generation-skipping transfer (GST) taxes. These expanded exemptions, however,...

What has actually emerged in the US Capital Markets as the current market structure possesses various characteristics that are paradoxical in nature and should therefore be managed carefully. On this side of things, the bond markets are relying on hopes that the Federal Reserve will...

Having attained twenty two record closing highs since the start of 2024, the large cap index, the S&P 500 went down by 5. 64% three weeks ago ending on April 19 from the previous week’s 57%. At the same time, the economically cyclic sensitive Russell...