Newsletters
Whether it’s keeping up with financial news or market trends, True North Advisory Group is dedicated to delivering sound information to our clients. Our newsletters are a brief overview and provide key highlights in a short 7-10 minute read.
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2026 First Quarter Newsletterer
Entering 2026, almost every analyst forecasted that equity markets would experience a rise throughout the year. Will they be right?
2025 Fourth Quarter Newsletter
Equity Markets closed out the fourth quarter of 2025 on a strong note, buoyed by an interest rate cut from the Federal Reserve in December. Delighting investors, 2025 marked the third consecutive year in which equities delivered double-digit returns.
Proactive Year-End Tax Planning for 2025 and Beyond
One of our main goals as holistic financial professionals is to help our clients recognize tax reductions opportunities within their investment portfolios and overall financial strategies. Staying current on the ever-changing tax environment is a key component to helping our clients benefit from potential tax reduction strategies.
Resilience illustrates the ability to withstand challenges or recover quickly from difficult conditions. Resilience can also be used to describe U>S> equity performance over the past year-including the third quarter, as markets surged past record highs despite numerous potential sources of volatility.
2025 Second Quarter Newsletter
Almost every investor has heard the saying, "equities are for long-term investors." This philosophy was reinforced in the first half of 2025, which witnessed significant and historical changes in equity movements.
Most analysts did not anticipate the volatility that investors would face in the first quarter of 2025. The equity markets started the quarter with strong momentum. Experienced investors knew that a market retreat could happen at some point during the year, as it is historically common for a pullback or corrections to follow such a positive 2-year performance.
Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals
as financial professionals is to identify as many tax saving opportunities and strategies as possible for our
clients. We believe that a proactive approach to looking at your tax situation can lead to better results than a
reactive approach. We hope you find this report helpful.
Proactive Planning for the Upcoming Sunset of Estate Tax Law Changes
Communication and planning have always been essential when attempting to transfer wealth efficiently. Tax planning can also play a significant role for larger estates. Currently, the federal estate tax laws are very generous, however, when the 2017 Tax Cuts and Jobs Act (TCJA) rules expire at the end of 2025, that might not be te case. We believe in proactive tax planning and waiting until the tail-end of these time constrained rules could cost you. We like to be ahead of changes, especially when it comes to potentially major tax liability.
Proactive Planning for the Upcoming Sunset of Estate Tax Law Changes
Communication and planning have always been essential when attempting to transfer wealth efficiently. Tax planning can also play a significant role for larger estates. Currently, the federal estate tax laws are very generous, however, when the 2017 Tax Cuts and Jobs Act (TCJA) rules expire at the end of 2025, that might not be te case. We believe in proactive tax planning and waiting until the tail-end of these time constrained rules could cost you. We like to be ahead of changes, especially when it comes to potentially major tax liability.