Nora Wealth

Tax planning is important for everyone which is why it's time to start looking ahead. This article dives into 2025’s most important tax considerations and opportunities. Don’t wait until the last minute—start planning now! 💡

2025 Tax Planning: Considerations and Opportunities While there’s still some uncertainty around future tax policies, the election results give us a clearer path for planning. Here are some key tax considerations and opportunities to keep in mind as we move into 2025.

Ever wondered how investors gauge market uncertainty? The VIX, also known as the “fear gauge,” is a powerful tool. Watch this video to gain a deeper understanding of how it influences market sentiment and risk management strategies.

Understanding the VIX: The Market’s Fear Gauge With commentators talking about the volatility index (VIX) rising, often referred to as the “fear index,” should this cause alarm for investors? In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan explains why it's better for investors to stay composed during times ...

During the discovery process at Nora Wealth, we follow Buckingham Strategic Partners's DESIGN | BUILD | PROTECT™ model and take the time to get to know you, your goals, and your values.

Read more about this guide and how to get started on your financial journey with the Nora Wealth Discovery Process here:

The Nora Wealth Discovery Process — Nora Wealth We use the DESIGN | BUILD | PROTECT™ model from Buckingham for Financial Planning and Wealth Management projects. What that means for you is that we always start with a conversation around your goals and values.

Advances in artificial intelligence are leading to a lot of conversations about how AI might transform the economy. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares his views on the opportunities and challenges of the technology as well as the implications for investors.

How AI Could Change the Economy In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan highlights the opportunities and challenges of the technology, as well as the investment implications.

Looking for strategies and advice for gaining courage and advocating for yourself in the workplace? 💪

Check out our newest blog featuring a summary of the webinar, Career Courage by Darcy Eikenberg, executive coach and author. Let us know in the comments which in-the-moment strategies worked for you!

Career Courage: How to be Brave at Work — Nora Wealth In today's rapidly changing professional landscape, it is essential for individuals to cultivate career courage. Career courage means having the strength to speak up, step up, and advocate for yourself and your ideas in the workplace. It empowers you to become a leader not just for yourself but for