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Blog

Two people working at a table in an office using a calculator.
Hoot Wealth | May 22, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate

What does it take to minimize your tax bill, not just this year but in the years to come?

The answer varies for each individual. Tax optimization strategies

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A mountain range
Hoot Wealth | Jan 15, 2025

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Investments
Finance
Risk Management
Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you
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Financial report and calculator
Hoot Wealth | Jan 14, 2025

4 Pervasive Myths About Inflation

Investments
Finance
Inflation can feel inescapable these days. For most of us, it also feels like inflation is higher and more persistent than it actually is.
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Financial planning
Hoot Wealth | Jan 14, 2025

How Hindsight Bias Hurts Investors

Investments
How many of your financial choices are based purely on logic? It could be fewer than you think.
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Our asset allocation recommendations are tailored to each client, but individual securities are selected based on our Model Portfolios, not specific to individual accounts. This message is for informational purposes only and should not be relied upon as personalized financial, tax, or legal advice. Clients should consult qualified professionals for such advice.

Hoot Wealth is an SEC-registered investment advisor with a fiduciary duty to act in clients’ best interests, though registration does not imply any specific skill or training. Access to Hoot Wealth’s services requires an Investment Advisory Agreement and acceptance of our Client Relationship Summary and Brochure (Form ADV, Parts 2A and 2B). All investments carry risk, and past performance does not guarantee future results. Individual account results may differ from Model Portfolio performance.

Each portfolio is subject to account minimums and may be adjusted to serve clients’ best interests. Recommendations for 401(k) or IRA rollovers into Hoot Wealth-managed accounts may create conflicts of interest, as such accounts generate fees for Hoot Wealth.

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