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Blog

Mark Lebovitz | Feb 5, 2026

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Tax Planning
Retirement
Finance

Many people think about taxes once a year — when April rolls around and it's time to file.

By then, the year is already in the rearview mirror. The decisions

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Mark Lebovitz | Jan 5, 2026

What 2025 Taught Us About Staying the Course

Investments
Finance
Risk Management
Retirement

Some years pass quietly. 2025 wasn't one of them.

Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested

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Mark Lebovitz | Dec 5, 2025

One Economy, Two Realities: Understanding Today's Economic Divide

Finance
Investments
Savings
Credit
Risk Management
Retirement

It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity.

This isn't

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Mark Lebovitz | Nov 5, 2025

What Recent Inflation Signals Mean for Financial Planning

Finance
Savings
Investments
Retirement
Tax Planning
Credit
Risk Management

Inflation has been the boogeyman of the economy for months.

Sticky prices. Rising gas costs. A looming rate hike.

The latest report provided useful data for

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Mark Lebovitz | Oct 5, 2025

Recent Fed Rate Cut

Finance
First rate cut of the year. Here's what to know.
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Mark Lebovitz | Sep 6, 2025

Economy Slows, Stocks Soar - A Market Paradox Explained

Finance
Investments
What if we told you the economy is slowing… yet investors are cheering? Sounds backward, right? But it is happening in plain sight.
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Northcoast Wealth Management | Jan 15, 2025

New Year Update: 2024 Reflections & 2025 Expectations

Investments
Economy
As we step into 2025, I thought it would be beneficial to take a moment and reflect on what an extraordinary year 2024 was for investors.
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Northcoast Wealth Management | Nov 20, 2024

What will the new administration do first?

Now that the election is over, what will the new administration prioritize in the new year? Take a look at a few things we’re watching in the months ahead.
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Northcoast Wealth Management | Oct 18, 2024

Elections & market reactions

Investments
Economy
What do presidential elections mean for your portfolio?
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Performance after rate cuts
Northcoast Wealth Management | Sep 25, 2024

Lower interest rates. Now what?

Investments
Why did the Federal Reserve cut rates? Learn more here.
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Job Growth
Northcoast Wealth Management | Aug 21, 2024

What happens next? (market rollercoaster)

Investments
It’s been a wild August for markets. Let’s review.
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Presidential Election
Northcoast Wealth Management | Jul 24, 2024

New presidential candidate? (What it could mean)

Investments
A lot has happened recently. Let’s review.
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2023 Northcoast Wealth Management

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