Gold has long captivated investors—not only for its shine but also for its role as a unique, speculative asset. In today’s climate of rising geopolitical tensions and economic uncertainty, gold continues to prove its relevance. While it lacks income generation like bonds or equities, gold has delive...
Blog by Nina
Strategic Reinvestments Drive Strong Mid-Year Portfolio Growth
As we enter the third quarter of 2025, financial markets have shown remarkable resilience. After a slower start in Q1, year-to-date performance has strengthened, reaffirming the importance of staying invested with a long-term perspective.
At Veda Financial, our disciplined strategy of continuous rein...
Portfolio Returns and Navigating Market Volatility with a Long-Term Perspective
Dear clients, investors and friends,
Recent market developments have sparked discussions and raised concerns among investors. Many short-term movements are driven by news cycles, while the underlying fundamentals remain robust. In fact, seasoned investors often use market pullbacks as opportu...
2024 Tax Changes: What’s New for the 2024 Tax Year?
Tax season is here, and with it come some important changes that could impact your retirement savings, required distributions, and tax strategies. Whether you’re contributing to an IRA, planning for retirement, or looking to optimize your investments, it’s important to stay ahead of the latest updat...
What’s Coming in 2025? Potential Tax Changes on the Horizon
While 2024’s changes are mostly refinements, 2025 could be a big year for tax shifts. Here’s what’s on the table:
✅ Tax Brackets May Go Up – If Congress doesn’t act, the 2017 tax cuts expire in 2026, meaning higher tax rates for most filers.
✅ Estate Tax Exemp...