Understanding Risk: Our Stance on Risk Assessment and Your Financial Goals
Caution: The following content is not financial advice. If you do not have a professional financial advisor or wealth manager guiding...
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Justin Obey
Nov 134 min read
Trump's Proposed Tax Cuts: Our Take
With President Donald Trump back in office, the 2024 presidential election has sparked renewed anticipation in financial markets. The...
Eric Benz, Principal
Nov 73 min read
Understanding When to Save and When to Invest
Making the right decision about when to save and when to invest is crucial for optimizing your financial resources. At Fox Hill Wealth...
William Ryan, CFP® & Principal
Oct 293 min read
Planning for the Next Generation: A Comprehensive Guide
At Fox Hill Wealth Management, we understand that ensuring financial security for the next generation is a priority for many families....
Justin Obey
Oct 231 min read
Client Fall Social a Huge Success
Last night, we hosted our annual Client Fall Social, and we couldn't be more thrilled with how it turned out! A huge thank you to all of...
William Ryan, CFP® & Principal
Oct 233 min read
The Power of Compound Interest: Why Starting Early Matters
Compounding is often referred to as the eighth wonder of the world, thanks to its powerful ability to multiply wealth over time. It...
Eric Benz, Principal
Oct 183 min read
Why Everyone Needs a Financial Plan
The Importance of a Financial Plan At Fox Hill Wealth, we believe that everyone can benefit from having a financial plan. It’s more than...
William Ryan, CFP® & Principal
Oct 153 min read
A Comprehensive Guide to RSUs and Their Tax Implications
Restricted Stock Units (RSUs) have become an increasingly popular form of equity-based compensation. They offer employees a valuable way...
Adam McDonald, Principal
Aug 292 min read
Million Dollar Babies
Whether you're a parent, soon-to-be parent, or grandparent, planning for your family's financial future is crucial. Here, we explore some...
William Ryan, CFP® & Principal
Aug 72 min read
Understanding Fee-Only Financial Advisory at Fox Hill Wealth Management and Why it Matters For You
In the world of financial planning, how your advisor is compensated can significantly affect the advice you receive. The other day, I was...
Adam McDonald, Principal
Jul 182 min read
The Strategic Advantage of Moats in Our Investment Decisions
Warren Buffett famously compared a good business to a castle with a robust moat, emphasizing the necessity of strong defensive measures...
William Ryan, CFP® & Principal
Apr 103 min read
Updates to the 529 College Savings Plans
You might have caught wind of this on our social channels (don't forget to follow us on LinkedIn, Facebook, or Instagram for the latest...
William Ryan, CFP® & Principal
Mar 73 min read
Tax Preparation vs Tax Planning vs Tax Strategy
There’s a large difference between tax preparation and taking an active role and developing your own personalized strategy for taxes each...
Eric Benz, Principal
Feb 293 min read
Exploring Bitcoin: A New Frontier in Wealth Management
In the rapidly evolving world of finance, Bitcoin has emerged as a topic of widespread discussion and intrigue. Whether it's a...
Kirk Holmquest, Director of Tax & Estate Planning
Feb 223 min read
Estate Planning 101: Understanding the Basics and It’s Importance
At Fox Hill Wealth Management we help our clients with a full 360 degree range of services to help them build and maintain their wealth....
Adam McDonald, Principal
Feb 82 min read
Tax Efficiency for Your Small Business: S-Corps vs a LLC
In the United States, small businesses are the backbone of the economy, with over 30 million entities weaving the vibrant tapestry of...
Kirk Holmquest, Director of Tax & Estate Planning
Jan 242 min read
New Year Estate Planning Tips
As we welcome the new year, it's an opportune time to focus on estate planning. It’s important to conduct an annual review of your...
Eric Benz, Principal
Dec 14, 20232 min read
Understanding Rising Consumer Debt and Its Impact on Investment Strategies
The latest Quarterly Report on Household Debt and Credit from the New York Federal Reserve reveals a significant uptick in consumer debt,...
Eric Benz, Principal
Nov 27, 20232 min read
How Financial Planning at Fox Hill Wealth Management Secures Your Future
In the ever-changing landscape of global economics, financial planning is not just about growing wealth; it's about creating a resilient...
Kirk Holmquest, Director of Tax & Estate Planning
Nov 1, 20232 min read
The Importance of Year-End Strategic Planning: Harvesting Tax Losses and Identifying Value for 2024
As the year winds down, the allure of holiday festivities and the promise of a fresh start can easily divert our attention from one of...
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