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📊Tax Day got you stressed? Don’t sweat it—we’ve got your back! 💼 At Bespoke Asset Management, we’re crunching the numbers so you can sip your coffee in peace. Let’s turn those tax headaches into a plan for financial success.⭐

Give us a call today to strategize for next year’s return—because who says tax season can’t have a silver lining?



Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Financial advisors do not provide tax or legal services. Please discuss these matters with the appropriate professional.

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

Quarterly Market Insights | April 2026 Quarterly Market Insights | April 2026 U.S. and Canadian Markets Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors. The Dow Jones Industrial Average lost 3.58 percent while the Standard &...

We're lucky to know you. Happy St. Patrick's Day!

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentiment. The S&P 500 slipped 0.87% and the Nasdaq fell 3.38%, while the Dow edged up 0.17%. Canada’s S&P/TSX advanced 7.57%. As attention turns to the Fed’s March meeting and its updated Summary of Economic Projections, markets will be watching closely for signals on the path ahead. From 73% of the world’s maple syrup produced in Canada to a \$1.64 billion global market, this month’s by-the-numbers highlights the industry behind one of North America’s most iconic products.

Monthly Market Insights | March 2026 Monthly Market Insights | March 2026 U.S. and Canadian Markets U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East. Th...

Monarch butterflies, specifically the subspecies Danaus plexippus plexippus, undertake a remarkable migration each year. This journey is primarily across North America, where they travel thousands of miles to their overwintering sites.

Eastern Monarchs: Travel up to 3,000 miles from breeding grounds in southern Canada and the northern United States to central Mexico.

Western Monarchs: Migrate shorter distances to the California coast.

Fall Migration: Begins in September and October, with butterflies arriving at roosting sites in November.

Spring Migration: Starts in March, as they return to North America to breed

Celebrating Presidents’ Day with a commitment to leadership in your financial journey. At Bespoke Asset Management, we’re dedicated to crafting personalized strategies that secure your wealth for the long term. Call us today to shape a future as strong as our nation’s legacy!

💕Love is in the air, and so is financial security! At Bespoke Asset Management, we’re passionate about helping you build a future as strong as your closest bonds. Plan for the moments that matter with a strategy tailored just for you. Call us today to start crafting your wealth love story! 📞

A new study finds that America’s billionaires paid an average effective tax rate of 24% between 2018 and 2020. That compares with an effective rate of about 30% for other taxpayers.

Why the difference?
▪️Much of billionaire wealth comes from stocks, businesses, and real estate, which are taxed differently from wages.
▪️Capital gains and corporate profits are often subject to lower rates than earned income.
▪️Some wealth isn’t taxed until it’s sold, which means large unrealized gains can go untouched.

The findings have reignited debate over how taxes are distributed across income levels—and what fairness looks like in practice.


Source:

Billionaires pay a lower tax rate than the rest of America's taxpayers, new study finds The wealthiest 400 people in the U.S. pay a tax rate of 24%, lower than the average rate for all other taxpayers, economists find.

Stocks climbed in January as solid economic data offset geopolitical tensions. The S&P 500 rose 1.37%, the Dow gained 1.73%, and Canada's TSX picked up 0.66%, setting multiple record highs early in the month. The Fed held rates steady as expected, with all eyes now on the March meeting. From \$27.5 billion spent in the U.S. to \$97.80 per person in Canada, Valentine's Day spending spans the globe. Check out this month's by-the-numbers.

Monthly Market Insights | February 2026 Monthly Market Insights | February 2026 U.S. and Canadian Markets Stocks climbed in January as the tailwinds of solid economic data offset the headwinds of geopolitical tensions that rattled investors during the month. The Standard & Poor’s 500 Index advanced 1.37 percent, while the Nasdaq Composi...

🐾Will it be an early spring or six more weeks of winter? Either way, your financial future is looking bright! At Bespoke Asset Management, we’re here to help you predict and plan for success, no matter what the season brings. Call us today to start building your wealth with confidence! ☎️

Honoring Dr. Martin Luther King Jr.’s vision of equality and progress. At Bespoke Asset Management, we’re committed to empowering every client to build a brighter financial future, inspired by dreams of opportunity for all. Let’s work together to secure your legacy. Give us a call to start planning today!

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower interest rates, mixed labor data, and ongoing economic delays from the October shutdown. The S&P 500 rose 2.35% for the quarter, while the Dow led with a 3.59% gain. As we kick off the new year with resolutions and fresh starts, many of us reach for our favorite morning brew. But have you ever wondered about the global love affair with coffee and tea? Check out this month's by-the-numbers.

Quarterly Market Insights | January 2026 Quarterly Market Insights | January 2026 U.S. and Canadian Markets U.S. stocks notched a solid gain in the fourth quarter as investors cheered lower interest rates and solid corporate profits while navigating limited economic updates due to the U.S. government shutdown. The Standard & Poor’s 500 I...