Woodmont Investment Counsel, LLC

When it comes to retiree health insurance, it can be overwhelming to understand when to enroll, the options under each plan, the costs, and what plan best fits your needs. In this commentary, we highlight things to consider as you approach retirement. #Medicare #Retireehealthinsurance https://lnkd.in/ePZ5cQZC

With the end of the year quickly approaching, Woodmont has compiled some time-sensitive planning strategies for consideration. #wealthmanagement #taxplanning #gifting #distributions https://lnkd.in/e4dcBWZd

The third quarter proved volatile on many fronts. Is it simply “the darkest before the dawn,” or are the implications for today’s challenges different from the past? In this commentary, we will discuss asset valuations, recent economic data, and investor positioning. Each of these could have implications for near-term price volatility and how much the financial lights flicker in coming quarters.  https://lnkd.in/eJuF7Mjb

Woodmont was honored to be the presenting sponsor for PENCIL's Donor Appreciation Reception at the Tennessee Titans training facility. Thanks to the PENCIL team and supporters for all you do for Nashville students and educators. #nonprofit #education #community

The 2017 Tax Cuts and Jobs Act (TCJA) ushered in significant changes to the Federal tax code. Business and individual tax filers have likely become familiar with many of the TCJA’s changes in recent years. Some of the more notable provisions affecting filers were lower marginal tax rates, an increase in the standard deduction, and limits to deductions for state and local taxes. In the absence of an extension of this legislation, provisions of the TCJA related to the estate exemption are set to expire on December 31, 2025. Given the potential lapse of today’s historically high exemptions, we wanted to explain how this sunset could impact individuals and families planning to pass on significant wealth to their heirs and offer some planning considerations. #estateplanning #financialplanning https://lnkd.in/emiC5sd5

Enacted in 2021, the Corporate Transparency Act (CTA) will require small business owners to report ownership information to the Financial Crimes Enforcement Network (FinCEN). Familiarizing yourself with these changes can mitigate the risks of non-compliance. We encourage you to continue reading to understand if the CTA implications apply to you and your business, as well as the steps you can take to remain compliant. #businessowners #compliance https://lnkd.in/eKXrxY5u

We love publishing our July market commentary.  The timing reminds us that the summer is still young. It also provides an opportunity to celebrate our nation’s independence, honor the sacrifices that have sustained us, and recognize the foundations our framers put in place to “form a more perfect union.” We’ll discuss some of those foundations in this commentary. This seems fitting at a time when so many clients of all political persuasions cite politics as investment risk factor number one. #investmentmanagement #wealthmanagement #marketcommentary https://lnkd.in/eDNgZRbb

Woodmont is grateful for the opportunity to sponsor the 123rd Spring Outing and Luncheon on the Lawn at Andrew Jackson's Hermitage. We enjoyed great food, company, and keynote speaker Geraldine Brooks, New York Times Best-Selling and Pulitzer-winning author.

Momentum is a powerful thing – in life, sports (just ask March Madness opponents of N.C. State’s men’s and women’s teams), and the financial markets. Fortunately for investors, the stock market momentum from last year’s “magnificent” rebound and fourth quarter rally carried into the first quarter. Quite frankly, with the S&P 500 posting its best quarter since 2019, and one of the best in 20 years, the extent of the rally shocked even the most bullish market prognosticators.  #marketcommentary #investmentmanagement #financialplanning https://lnkd.in/gfZGP2e8