| FEATURED |
Major Tax Changes Hang
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The 2017 Tax Cuts and Jobs Act (TCJA) was a major overhaul of the tax code, roughly doubling the estate-tax exemption, lowering income tax rates in most brackets, capping state and local tax (SALT) deductions and more. But key provisions of the act will expire at the end of this year unless lawmakers in Washington, D.C. extend them. So what’s expected to happen?
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| INSIGHT |
| In Retirement, Cash Flow is King |
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We’ve all heard the expression “cash is king.” When it comes to retirement, it’s cash flow that’s king.
Knowing you’ll have enough reliable income to cover your expenses, not just this year but throughout your retirement, is vital. After all, you most likely won’t have significant work income to cover any unexpected shortfalls. That’s why projecting cash flow and expenses prior to retirement is so important.
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| COMMENTARY |
| Economic Outlook: Initial Take on Trump’s Four Buckets |
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I feel better about some of my past economic calls that haven’t panned out. Theodore Roosevelt’s quote—“The only man who never makes a mistake is the man who never does anything”—gives me some degree of solace. My mistakes show that I am at least willing to make a call.
My regular readers may remember that the “Three Yards and a Cloud of Dust” economic theme this year calls for a reduction in the growth rate of both economic activity and inflation pressure. Since then, events have occurred that are driving me to reconsider my call on inflation reduction.
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| WEBINAR REPLAY |
| 2025 Crystal Ball & Navigating the Current Environment |
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In case you missed it, here’s your chance to see a replay of our 2025 Crystal Ball & Navigating the Current Environment webinar. Investment team leaders Jeff Krumpelman, chief investment strategist and head of equities, and Katrina Radenberg, chief investment officer, share their insights on:
- Inflation and its trajectory in 2024
- Federal Reserve policy and future considerations
- Interest rate trends and economic impact
- How the presidential election could influence markets
Watch Now |
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| PODCAST |
| Portfolio Income Buffer |
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In this episode, Daniel Sharkey, senior wealth advisor, sits down with Breanna Seech, senior wealth advisor, to explore the strategy of portfolio income buffers. Together, they discuss how these buffers can safeguard against market volatility, enhance cash flow flexibility and support long-term financial goals. Whether you're navigating uncertain markets or planning for retirement, this episode offers actionable insights on managing portfolio risk and creating resilient investment strategies.
Tune In |
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| WEBINAR |
| Estate Planning for 2025: Flexible Planning Strategies in Uncertain Times |
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Thursday, Feb. 27 | 3 p.m. CT
The estate exemption has reached an all-time high, but a looming “sunset” at the end of 2025 could drastically reduce it. The results of November's election have raised the chances of tax reform, though the specifics and timeframe for clarity remain unclear. In times of uncertainty, maintaining both momentum and flexibility is the key. Join Mariner’s Trust and Estate Planning professionals as they share their insights on planning strategies for 2025 and beyond!
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| LIFESTYLE |
| Treat Your Valentine to Chocolate-Covered Strawberries |
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It’s one day until Valentine’s Day, so if you need a sweet treat that you can make in under one hour, here’s a simple, easy classic: Chocolate-Covered Strawberries.
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Wealth |
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Know someone who could benefit from a conversation with a Mariner advisor?
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Please refer to the full articles for any footnotes and disclosures.
Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website. Registration of an investment adviser does not imply a
certain level of skill or training.
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