Dolan Capital Advisors, LLC

Insights

Annual Inflation Hits 3% in September

Inflation data comes in lower than many economists expected yet still presents challenges.

Q3 2025 Performance and Timeline of Events

The new tax law changes how many will itemize deductions for state and local taxes (SALT).

If I only had a nickel for each alternative investment solicitor phone call I get, I’d be rich!

The new deductions do not, I repeat, do not directly offset Social Security income (SSI).

You’ll want to know about these changes, especially those impacting 2025 tax planning.