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Hilltop Views Blog

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  • Wise Financial Decisions 104
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Hilltop Market Update: 4th Quarter 2023
Hilltop Market Update: 4th Quarter 2023

Brittany and Chris share Hilltop’s latest investment views: opportunities in fixed income, the impact of global conflict on markets, recessionary risks, and more.

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Wise Financial DecisionsBrittany BrinckerhoffNovember 2, 2023Hilltop Wealth Advisors
More Money, More (Tax) Problems: Tax Planning for a High-Income Year
More Money, More (Tax) Problems: Tax Planning for a High-Income Year

Whether your earnings came from hard work or good luck, the final few months of the year are a perfect time to review this year’s income and make sure you have a smart tax plan in place. Here are the planning steps to take.

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Personal Finance 101, Wise Financial DecisionsBrittany BrinckerhoffOctober 26, 2023Hilltop Wealth Advisors
Hilltop Market Update: 3rd Quarter 2023
Hilltop Market Update: 3rd Quarter 2023

David and Rusty share Hilltop’s latest investment views: cooling inflation, economic resiliency, narrow stock market leadership, and more.

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Wise Financial DecisionsBrittany BrinckerhoffAugust 10, 2023Hilltop Wealth Advisors
Hilltop Market Update: 2nd Quarter 2023
Hilltop Market Update: 2nd Quarter 2023

Ben and Brittany share Hilltop’s latest investment views: bank failures, decelerating inflation, moderately strong market performance, and more.

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Wise Financial DecisionsBrittany BrinckerhoffMay 12, 2023Hilltop Wealth Advisors
Is Graduate School Worth the Cost?
Is Graduate School Worth the Cost?

Graduate school can be a worthwhile investment, but it can also be expensive and time-consuming. To help you weigh your options, take these three steps:

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Personal Finance 101, Wise Financial DecisionsBrittany BrinckerhoffApril 10, 2023Hilltop Wealth Advisors
Have Your Cake and Eat It Too: Health Savings Accounts
Have Your Cake and Eat It Too: Health Savings Accounts

With an HSA, not only do you get a tax deduction on the money you contribute, but the earnings in the account are tax-deferred and the withdrawals are tax-free if you use the funds for qualified medical expenses*. Read on to learn more about the HSA and why you might want it to be part of your longer-term savings plan.

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Wise Financial Decisions, Personal Finance 101Brittany BrinckerhoffMarch 27, 2023Hilltop Wealth Advisors
New Opportunities for Retirees and Near-Retirees - SECURE Act 2.0
New Opportunities for Retirees and Near-Retirees - SECURE Act 2.0

The SECURE Act 2.0 significantly changes the rules of retirement savings. The good news for savers in or near retirement is that most of SECURE 2.0’s provisions offer greater flexibility than previous rules, and there are some new opportunities available.

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Wise Financial DecisionsBrittany BrinckerhoffFebruary 13, 2023Hilltop Wealth Advisors
Hilltop Market Update: 1st Quarter 2023
Hilltop Market Update: 1st Quarter 2023

David and Chris share Hilltop’s latest investment views: just how bad the markets were in 2022, what we can look forward to this year, and how Hilltop is updating allocations.

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Wise Financial DecisionsBrittany BrinckerhoffFebruary 3, 2023Hilltop Wealth Advisors
New Savings Opportunities for Young Professionals – SECURE Act 2.0
New Savings Opportunities for Young Professionals – SECURE Act 2.0

For younger investors, we believe the overarching theme of SECURE 2.0 is greater opportunities to save for retirement. Here are five of the biggest updates for young professionals.

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Personal Finance 101, Wise Financial DecisionsBrittany BrinckerhoffFebruary 1, 2023Hilltop Wealth Advisors

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