AssetGrade, LLC Registered Investment Advisors

04/09/2026

Check out AssetGrade’s recent quarterly update on the economy and markets. Kate Hennessy discusses the impact of geopolitical issues on the economy, and why it’s important to stay invested.

AssetGrade Market Summary – April 2026Learn More Here

03/31/2026

Why "Time in the Market" is Your Most Valuable Asset in 2026.
For many individuals reaching age 65 this year, the instinct to protect a lifetime of savings is at an all-time high.

Why "Time in the Market" is Your Most Valuable Asset in 2026For many individuals reaching age 65 this year, the instinct to protect a lifetime of savings is at an all-time high. With retirement less than 12 months away, the volatility of the current market—where moves of 1% or more occur every 5 t...

02/19/2026

I recently had a great reminder of why I really love serving in wealth management. A client coming up on their 10-year anniversary with AssetGrade told me “Thank you, thank you, thank you! We appreciate everything you do for us.”

I recently had a great reminder of why I really love serving in wealth management. I was chatting with a client and I let her know that she and her husband were approaching their 10-year anniversary as AssetGrade clients.

01/08/2026

Check out AssetGrade’s January Market Review and learn more about what asset classes performed well in 2025 and impact of too much cash on the sidelines.

12/04/2025

Many investors will have the happy problem of unrealized capital gains in 2025. If these gains are in a taxable brokerage account and have been held for more than a year, if the securities are sold, they would incur a long-term capital gains tax in the range of 0% - 38%, depending on the investors’ income level and state of residency (when including the 3.8% NIIT, or net investment income tax). The good news is that investors can diversify their portfolios without selling the positions and incurring the taxes, via the alternative approaches below.

Many investors will have the happy problem of unrealized capital gains in 2025.

11/19/2025

Do you participate in an employer-sponsored 401k Plan and are over 50 years old? If so, check out our recent article about a new change that is impacting participants.

Do you participate in an employer-sponsored 401k Plan and are over 50 years old? Catch-up contributions are additional contributions that employees 50 years and older can make to a 401(k) or similar workplace plan.

10/23/2025

Check out AssetGrade’s October Market Review and Fall into the latest market trend.

International markets continue to perform well as emerging markets stood out as the best performing asset class year to date through September 30th.Learn More Here

08/25/2025

Big tax changes are coming this year with the One Big Beautiful Bill Act (OBBBA). From a higher standard deduction to a permanent QBI deduction, these updates could affect your planning.

Hello Friends,We hope you had a wonderful summer with family and friends! As we look ahead to fall, we want to highlight an important development: the One Big Beautiful Bill Act (OBBBA), signed into law on July 4th.This sweeping legislation includes a wide range of tax provisions impacting both indi...

07/11/2025

Read more about the markets in our latest market review.

The strong diversification story continued in the second quarter, as international and emerging markets outperformed the US markets.Learn More Here

06/17/2025

Is your son or daughter working this summer? Consider opening a Roth IRA for them and teach them about the importance of saving & investing.

Today there are many opportunities to help a child invest for their future, and to teach a child about the importance of saving. While savings accounts still exist, there are now tax efficient ways, such as a Roth IRA, to teach a child to save for his or her future.