The following articles are for educational purposes only.
At Blue Advisors, our fiduciary commitment means acting in our clients’ best interests at all times. As a fee-only financial planning and investment management firm, we provide objective, conflict-free advice designed to support long-term financial confidence.
![Week In Perspective | Stocks Mixed; Fed Makes a Move [15-December-25] Thumbnail](https://static.twentyoverten.com/content/featured/121525-wip-featured.png)
The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors—Check-in weekly for the most current happenings.
Year-end giving can be meaningful and tax-efficient. With the right strategy, you can support causes you value while reducing taxes and simplifying your financial life.
A year-end investment review helps ensure your portfolio still aligns with your goals. A few thoughtful adjustments now can help you enter the new year more organized and confident.
![Week In Perspective | Stocks Bumpy, Awaiting Fed Meeting [8-December-25] Thumbnail](https://static.twentyoverten.com/content/featured/wip-featured.png)
The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors—Check-in weekly for the most current happenings.
Busy professionals can benefit from a simple year-end checklist to get organized, reduce taxes, and prepare for a strong financial start to next year. This post covers 12 essential steps including 401(k) contributions, HSAs, RSUs, tax planning, rebalancing, and benefits review.