North River Wealth Advisors

Like a hydration break during the World Cup, we took a brief pause from serving clients to catch our breath and recap what happened in the markets during the second quarter.

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How Did Markets Do in the First Quarter of 2026?

That’s a loaded question. What began as a continuation of last year’s positive momentum quickly gave way to increased uncertainty and heightened geopolitical tension.

In just the first three months of the year, we’ve seen continued AI-driven disruption in the software industry, a Supreme Court decision striking down tariffs and adding to trade uncertainty, and a war in Iran that triggered a sharp spike in oil prices.

North River Wealth - 1Q 2026 Market Recap What began as a continuation of last year’s positive momentum quickly gave way to increased uncertainty and heightened geopolitical tension. In just the first three months of the year, we’ve seen continued AI-driven disruption in the software industry, a Supreme Court decision striking down tari...

4Q 2025 Market Update

Rising unemployment, persistent inflation, tariffs, volatility, the longest government shutdown in U.S. history, concerns on stock market valuations, and yet again, double-digit gains for the U.S. stock market in 2025.

North River Wealth - 4Q 2025 Market Recap Rising unemployment, persistent inflation, tariffs, volatility, the longest government shutdown in U.S. history, concerns on stock market valuations, and yet again, double-digit gains for the U.S. stock market in 2025.

2026 Market Outlook: 3 Big Questions in the Year Ahead

As we head into 2026, we break down three big themes as we head into the new year.

We hope you and your family have a wonderful holiday season!

North River Wealth - 2026 Market Outlook As we head into 2026, investors, families, and business owners are all wondering the same thing: What’s coming next? The markets have had a strong run, technology and AI continue to change at lightning speed, and interest rates are easing. We break down three big themes as we head into the new yea...

With 2026 on the horizon, now is a great time for investors and retirement savers to stay informed about the updates that could influence their financial strategies.

This includes changes to retirement plan and HSA contribution limits, gifting rules, and the latest Social Security and Medicare adjustments.

2026 Contribution Limits & Other Changes With 2026 on the horizon, now is a great time for investors and retirement savers to stay informed about the updates that could influence their financial strategies. This includes changes to retirement plan and HSA contribution limits, gifting rules, and the latest Social Security and Medicare adjus...

Another broad-based market rally, Fed rate cuts and a slew of M&A activity.

Check out our review of markets in Q3. Enjoy!

North River Wealth - 3Q 2025 Market Recap Read what happened in markets in the last quarter and our take on markets and the economy going forward.

Big changes are coming to the tax code.

A sweeping new bill has locked in lower tax rates for the long haul, while adding fresh incentives for families, seniors, and small business owners.

But it’s not all good news: a few popular credits are on the chopping block, and budget cuts will impact key programs.

Here’s a breakdown of what’s in, what’s out, and what it could mean for you.

What the "One Big Beautiful” Bill Means for Your Wallet Big changes are coming to the tax code. A sweeping new bill has locked in lower tax rates for the long haul, while adding fresh incentives for families, seniors, and small business owners.

Another quarter, another set of all-time highs in the stock market…just as everyone expected back in April when the S&P 500 was nearly 20% off its peak, right?

Read about it in our 2Q Market Update.

North River Wealth - 2Q 2025 Market Recap Read what happened in markets in the last quarter and our take on markets and the economy going forward.

3 Years! 🎉

It’s hard to believe it’s been 3 years since we launched North River Wealth Advisors.

We started with no clients, no revenue, and a few folks who thought we were crazy for walking away from our previous careers.

Now, as we approach 100 households served, we’re filled with gratitude to our clients, family, and friends. Your trust, support, and encouragement have meant everything to us. 🙏

We’re proud of what we’ve built and excited for what’s ahead…and we’re just getting started.

We get it. You filed your taxes and you don’t want to have to think about it again until next year.

But this is exactly the time you should start thinking about how to plan for the year!

Here are effective ways to help you minimize the amount of taxes you pay in 2025 and beyond.

Tax Season Is Over: Why You Should Start Tax Planning Now We get it. You filed your taxes and you don’t want to have to think about it again until next year. But this is exactly the time you should start thinking about how to plan for the year! Here are effective ways to help you minimize the amount of taxes you pay in 2025 and beyond.