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Stay the Course: Insights from the DFA Client Reception
DFA economist Apollo Lupescu joined Eclectic Associates to discuss AI, market valuations and why staying invested through uncertainty can help drive long-term success.
Don’t File It and Forget It: Tax Planning Starts Now
Tax planning starts with your Form 1040. We break down what to look for on last year's return to help find savings opportunities and avoid mistakes.
Net Unrealized Appreciation: When Company Stock in a 401(k) Gets Special Tax Treatment
If you own company stock in your 401(k), the net unrealized appreciation (NUA) strategy may reduce your tax bill. Here's how it works.
Think Twice Before Naming Your Trust as Beneficiary
We updated our guide on naming your trust as a retirement account beneficiary. Learn when it helps and when a simpler approach may serve you better.
Keep It or Toss It?
How long should you keep financial records and important documents? This article, updated for 2026, provides timelines for saving records, including what to keep forever.
2026 First Quarter Letter
We share our Q1 2026 investment perspective, including thoughts on market volatility, geopolitical risk, and why a disciplined long-term approach matters.
Multi-Generational Estate Planning Insights
Learn how multi-generational estate planning helps protect your family's legacy, reduce conflict, and ensure your wishes are honored across generations.
7 Roth Conversion Pitfalls
Roth conversions can save you thousands, but only if done right. Discover seven costly pitfalls to avoid before making your next conversion.
6 Investing Trends for 2026
From AI's economic impact to bond yields and ETFs, here are 6 investing trends Eclectic Associates is watching in 2026.
Trump Accounts Are Here, but Should They Replace Your Child's 529 Plan?
Free $1,000 for babies born 2025–2028? Here's what parents and grandparents need to know about the new Trump Account child savings program.
2025 Fourth Quarter Letter
A look back at 2025’s resilient markets, highlighting equity returns, global growth, valuation trends, and what today’s bond yields could mean going forward.
Protect Yourself from RATS!—How Scammers Can Take Control of Your Device
Scammers are using remote access tools (RATs) to take control of devices and access financial accounts. Learn the red flags and steps to reduce risk.