Category: Nemes Rush Newsletters & Articles

People often focus on investment returns, but the most important thing is how much of those returns you actually keep after taxes.

Signed into law on July 4, 2025, the One Big Beautiful Bill Act (OBBA) introduces significant, permanent changes to the tax code. For high-net-worth individuals, three provisions stand out and we’ll break down these key changes and what they mean for your wealth plan.

Partner Chris Nemes recently joined WZZM in Grand Rapids to offer guidance on the tax implications of the recently passed One Big Beautiful Bill. Learn more about new deductions you could tax advantage of in this segment.

Every stock market setback in modern history has eventually given way to recovery and growth. The longer you stay invested, the greater the likelihood of a positive outcome. In fact, since 1929, roughly 88% of all five-year periods and 94% of ten-year periods in the U.S. stock market have delivered positive returns.

Bull markets are often accompanied by overconfidence and poor decision-making. Before getting caught up in the hype, consider the following thought experiments and strategies to stay prepared for any market environment.

For many high-net-worth individuals, insufficient insurance coverage is one of the biggest financial risks they unknowingly face. They accumulate wealth, acquire valuable properties, and enjoy an elevated lifestyle, but don’t take the time to adjust their protection to match their growing asset value.

Chris Nemes joined CBS Radio to offer advice for getting your financial house in order in the new year, sharing insights on budgeting and retirement planning.

As the holidays approach and 2024 draws to a close, it’s easy to let financial planning fall off the “to do” list amidst the festivities. But taking strategic steps now can set a solid foundation for a successful 2025.

Financial Advisor Michael Nemes joined WGVU-FM to talk about best practices for year-end financial planning, charitable giving, taxes and more.