The Latest From Our Blog

Jeremy Whiddon became a Certified Financial Planner™ recently. This journey culminates three years of continuous learning. OnTrack Wealth Management is proud to employ all an all CFP® team for its clients.

If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.

A look at the history of estate taxes, how they have changed over time, and will continue to change in the future.

With the failure of SVB, many investors are wondering how we got here and what's next? We dive into the details, the guardrails and possible outcomes.

After a blighted 2022, the market looks to rebound. Asset allocation tilts include: Value, International, and Treasuries. Charts and commentary included in this important video on investment portfolio construction.

This Thanksgiving season, we are thankful for many things, including Eugene Fama, a.k.a., "The Father of Modern Empirical Finance." Fama's Nobel winning work helps frame how markets are efficient. One of the implications for this is a de-emphasis on beating the market. In turn, we believe a smart pivot is to focus on returns net of fees and taxes.