facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

North Pointe Wealth Management Blog & Resource Center

Every month, North Pointe Wealth Management will be publishing the latest financial articles on our blog page. Make sure to check back monthly for new topics.     

The Federal Reserve Raised Rates Again Thumbnail

The Federal Reserve Raised Rates Again

Recent indicators point to modest growth in spending and production. Job gains have been robust in recent months, and the unemployment rate has remained low. Inflation remains elevated, reflecting supply and demand imbalances related to the pandemic, higher food and energy prices, and broader price pressures.

Read More

QCDs: Donating and Gift Giving Through Your IRA

A qualified charitable distribution, or QCD, allows you to distribute funds from your IRA to an eligible charity (a 501(c)(3) organization) as long as you’re 72 years of age or older. Since the gift will go directly to the charity, you can exclude the dollar amount of the gift from your taxable income up to $100,000 each year.

Read More

5 Year-End Tax Planning Questions to Ask Your Financial Professional

The average U.S. income tax rate stands at just over 13%—and if you're like many taxpayers, you're always looking for new tips and tricks to help reduce this percentage.1 There are a number of different tax planning moves you can make before December 31 to reduce your owed taxes. But how can you know which ones are available to you? Here are five year-end tax planning questions you may want to ask your financial professional soon.

Read More