Jennifer Arganbright

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The Week in Charts (11/22/24)

Nov 25, 2024 | creativeplanning.com | Jennifer Arganbright

Big themes for this week include Nvidia’s technological dominance, falling jobless claims and the nuanced election narratives shaping market sentiment. This commentary is provided for general information purposes only, should not be construed as investment, tax or legal advice, and does not constitute an attorney/client relationship. Past performance of any market results is no assurance of future performance.
The Importance of Setting Guardrails for Spending

Nov 20, 2024 | creativeplanning.com | matthew west |Jennifer Arganbright

Spend management involves taking charge of your business’s spending by implementing strategies to help ensure you’re making smart purchasing and procurement decisions. A comprehensive spend management strategy provides guardrails to help you maximize the value of your expenditures, ultimately leading to improvements in your bottom line. Following are six spend management tips to help you gain control of your expenses.
How to Leverage HCM Data to Increase Your Bottom Line

Nov 15, 2024 | creativeplanning.com | matthew west |Jennifer Arganbright

As a business leader, you understand that taking small steps to improve efficiencies and reduce risks can have a big impact on your bottom line over time. One such step is leveraging the power of human capital management (HCM) data. Doing so can result in major cost saving opportunities, increased efficiencies and fewer redundancies across your entire business. Following are five key ways HCM data can be leveraged to improve your bottom line.
Year-End Tax Planning Strategies for High-Net-Worth Families

Nov 13, 2024 | creativeplanning.com | Tim Sutton |Jennifer Arganbright

As 2024 winds down and we begin to look ahead to 2025, it’s important for everyone to take steps to lower their tax liabilities. Yet, as a high-net-worth family, you may have unique opportunities to reduce your tax exposure prior to year-end. The following strategies can help. If your goals include providing financial assistance to family members, it may make sense to finalize your annual gifts prior to year-end.
The Research and Development Tax Credit

Jun 27, 2024 | creativeplanning.com | Michael Blume |Jennifer Arganbright

In an effort to incentivize innovation, the federal government provides a tax benefit to businesses engaged in research and development (R&D) efforts to design, create and improve products, services and software. This dollar-for-dollar credit can play a key role in allowing your business to introduce new products and processes, expand its operations, hire new employees, increase R&D efforts and remain competitive within its industry.
5 Trends Changing Retirement

Jun 4, 2024 | creativeplanning.com | Kent Anderson |Jennifer Arganbright

The retirement landscape is currently undergoing rapid changes that could impact the way Americans plan and save for the future. The following trends are transforming retirement in significant ways. The United States is experiencing a shift in demographics due to a combination of declining birth rates and longer life expectancies, leading to an aging population. This shift will have a significant impact on our nation’s retirement system.
When to Consider Family Office Services

May 31, 2024 | creativeplanning.com | Christopher Beesley |Jennifer Arganbright

As your wealth and the complexity of your financial life grow over time, you may begin to wonder whether it makes sense to consider employing the services of a family office. While some high-net-worth families benefit greatly from family office support, others are well-served by an experienced wealth advisory team. A family office is a private wealth advisory team that supports ultra-high-net-worth individuals and families.
4 Tech Spending Priorities for Today’s CIOs

May 29, 2024 | creativeplanning.com | Jake Wagner |Jennifer Arganbright

Chief Information Officers (CIOs) are responsible for staying on top of technology trends and owning the overall technology and IT strategies for an organization. With the technology landscape continually evolving, it can be difficult to ensure your organization’s technology stacks up and that you’re spending in the right areas. Demand for robust technology has never been higher, and industries are expecting IT leaders to deliver solutions that are cost-effective and address multiple needs.
Are You Contributing Enough to Your 401k?

May 10, 2024 | creativeplanning.com | John Mayer |Jennifer Arganbright

If you’re making regular contributions to an employer-sponsored retirement plan, such as a 401k or 403b, congratulations! You’re taking steps toward a more secure financial future. However, even those who participate in a 401k plan may worry they’re not contributing enough to achieve their retirement goals. Unfortunately, as with so many financial planning challenges, there’s no single guideline to ensure you’re putting enough aside for retirement.
The Week in Charts (4/26/24)

Apr 29, 2024 | creativeplanning.com | Jennifer Arganbright

Big themes for this week include expectations being everything, the companies generating a ton of cash, and higher real yields.