Perspectives from the Path

Michael Mulcahy, CFA®, CPWA® Michael Mulcahy, CFA®, CPWA®

Election 2024: Market Impact Insights

Discover how U.S. presidential elections impact the stock market. Explore historical trends of the S&P 500 during election years, compare performance under Democrats vs. Republicans, and learn how market volatility shifts. Get tips on long-term investing strategies for election cycles.

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Mathew Tipton Mathew Tipton Mathew Tipton Mathew Tipton

2024 RMD Checklist

Get ready for year-end financial planning by ensuring your Required Minimum Distributions (RMDs) are in order. Learn key tips to manage your RMDs efficiently, avoid penalties, and plan for future distributions. Discover tax-saving strategies like Qualified Charitable Distributions and navigate inherited IRA rules.

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Michael Mulcahy Michael Mulcahy, CFA®, CPWA® Michael Mulcahy Michael Mulcahy, CFA®, CPWA®

Is Your Estate Taxable? It May Be Sooner than You Think.

With the upcoming reduction in the unified tax credit, you may be unintentionally designating the IRS as a major beneficiary of your estate. By using strategies like Spousal Lifetime Access Trusts (SLATs) now, you can lock in current exemptions and minimize future estate taxes, ensuring more of your wealth passes to your heirs instead of the government.

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Mike Mulcahy Mike Mulcahy, CFA® CPWA® CTFA Mike Mulcahy Mike Mulcahy, CFA® CPWA® CTFA

Your Money Counts - Book Review

Howard Dayton's "Your Money Counts" is a comprehensive guide to managing finances based on biblical principles. The book covers stewardship, budgeting, debt, and investing, providing practical advice and real-life examples. With 18 chapters, it emphasizes the importance of aligning financial decisions with spiritual values for lasting financial freedom.

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Kanen Helbig Kanen Helbig, CFA® CFP® Kanen Helbig Kanen Helbig, CFA® CFP®

True Riches - Book Review

Explore the transformative journey of John Cortines and Greg Baumer in their book 'True Riches,' as they guide readers from serving money to serving God. Discover key insights on gratitude, contentment, trust, and love, leading to a life of purposeful generosity and spiritual fulfillment.

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Michael Mulcahy Michael Mulcahy, CFA®, CPWA® Michael Mulcahy Michael Mulcahy, CFA®, CPWA®

Financial Finish Lines

Discover the concept of a 'financial finish line' from the book 'God and Money' by Greg Baumer and John Cortines. Learn how setting a lifestyle or net worth finish line can bring financial freedom and a sense of stewardship. Watch a video discussing these ideas and explore more resources on financial planning.

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Michael Mulcahy Michael Mulcahy, CFA®, CPWA® Michael Mulcahy Michael Mulcahy, CFA®, CPWA®

Review: 'Managing God’s Money' by Randy Alcorn

Discover the essence of biblical stewardship in 'Managing God's Money' by Randy Alcorn. Explore key concepts, the dangers of materialism, and practical tools for wise money management. Learn how a perspective of eternity can transform your approach to wealth, possessions, and philanthropy.

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Michael Mulcahy Michael Mulcahy, CFA®, CPWA® Michael Mulcahy Michael Mulcahy, CFA®, CPWA®

The (Not Only) Corporate Transparency Act

Understand the Corporate Transparency Act: its impact, deadlines, and penalties. Learn about disclosure requirements for beneficial owners and reporting companies. Ensure compliance to avoid costly fines. Consult experts for guidance and filing assistance.

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Mathew Tipton Mathew Tipton Mathew Tipton Mathew Tipton

I Like Cars. I Hate Buying Them.

This article explores the options of leasing, financing, or paying in cash for a new car. It provides insights based on the author's background in the car industry, helping readers make informed decisions based on their goals and financial situations.

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Michael Mulcahy Michael Mulcahy, CFA®, CPWA® Michael Mulcahy Michael Mulcahy, CFA®, CPWA®

The Bigger Picture

Join Mike and the team at Kings Path as they share invaluable insights on career success and personal growth in finance to the Texas A&M Finance 210 class: Opportunities in Finance. Embrace the journey of finding a fulfilling career, building meaningful relationships at work, and using your skills for a greater purpose.

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Kings Path Partners Kings Path Partners

Building a Strong Retirement: The Total-Return Investment Approach

Explore the power of total-return investing for securing your retirement income. Learn why a balanced approach, considering dividends, share value, and cost savings, is more effective than isolated tactics. Discover the essential role of portfolio management in this enduring strategy.

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Kings Path Partners Kings Path Partners

Cracking the Code: High-Yield Bonds in Retirement Planning

Dive into the complexities of using high-yield bonds for retirement income. Understand the unique risks associated with these investments and why a thoughtful, balanced portfolio is key to navigating the challenges of low-rate environments.

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