Jonathan Geiger

03/12/2026

With tax season rolling around, charitable giving is on our radar. It’s also a smart time to revisit tax law changes and what they may mean for giving in 2026 and the years ahead: https://bit.ly/4szwthg

12/17/2025

Despite headlines dominated by geopolitical flashpoints, the underlying outlook for 2026 points to a resilient and adaptable US economy. Our outlook maps the path for investors ready to capture growth in this new era of sector rotation and heightened volatility.

We believe the macro environment will continue to be unstable given policy crosscurrents and a wobbly labor market, but stocks can likely churn higher given a firmer earnings backdrop.

10/24/2025

I recently had the experience of a client passing away. Sometimes there's a plan in place. Sometimes not. Some parents provide details about their financial affairs and other don't. Do you know if your parents have everything in place? Have your shared with your children you are financially secure? Here is a quick ready addressing this important topic.

Talking through these five money topics as your parents age could help bring peace of mind and relief to both you and your parents.

07/07/2025

The One Big Beautiful Bill passed both the House and Senate. Here is a look at the major provisions mean for you.
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Congress approved the "One Big Beautiful Bill" tax-and-spending plan. Here are some of the key provisions for investors and taxpayers.

03/24/2025

On April 2, the scale of President Donald Trump's tariff plans are to be unveiled. How big of an impact might the new tariffs have on the overall world economy and what economies of the world should you focus on. Read what has to say.
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On April 2, the U.S. is preparing to announce additional tariffs on a wide range of imports and countries. Here's the assessment of those policies, and their possible impacts.

02/07/2025

With back-to-back 20% + years in the S&P 500, retirement account values have soared. Fast forward to Required Minimum Distribution time, this distribution can potentially put you into a higher tax bracket and increase your Medicare premiums. Here are a few ideas and scenarios to think about. Working with your financial or tax advisor to review relevant strategies to proactively reduce your taxable income is key.
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Medicare premiums can jump sharply if your retirement income rises above certain levels, but there are steps you can take to prepare and help minimize the impact.

12/06/2024

How can you pass on the joy of to your family members and loved ones? In the latest Main Street Story, one Schwab Charitable donor learned about the lasting benefits of a comprehensive giving plan. https://bit.ly/3ZHXLX2

Learn how to change the way your family thinks about donating to charity and see how you could make an impact for years to come.

12/04/2024

New Year and new President. 2025 may bring hurdles for stocks in the form of uncertain trade policy, tighter fiscal policy, and slower than average growth in the global economy and corporate earnings. and share our views on what we expect and what it means to you. , , ,

International markets are expected to clear the hurdles of uncertain trade policy, tighter fiscal policy and slower than average economic growth to support solid overall returns.

10/11/2024

What are Investors thinking with the upcoming presidential election and market volatility? Our New Schwab Asset Management Study: ETF Investors Keep Calm and Carry On Amid Market and Political Uncertainty provides unique insight.
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ETFs make up 27% of ETF investor portfolios today; 65% plan to increase ETF investments in the next year, according to Schwab Asset Management’s 2024 ETFs and Beyond study Millennial ETF investors have the strongest appetites for ETFs and are most interested in more personalized ways to invest In ...

09/10/2024

With tonight's debate approaching, answers client questions on, the markets, sectors, historical market correlations and why congressional elections may be more important!

The hype is always high in a presidential election year, fueling investor emotions and worry over the markets. So how do you prepare yourself and your portfolio for a bumpy ride?

07/08/2024

Many young adults begin their financial journeys without adequate knowledge, which can have lifelong implications. Thankfully Congress has passed legislation to declare a “financial literacy month” which highlights the issue as a national priority. Financial literacy is too important for our future to be an afterthought in our schools.

The good news is we're seeing increased efforts to teach these skills through programs like the Capitol Hill Challenge.