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Latest Tips
Viewpoints from
The Ranch
Read our latest thoughts on the stock market and current events.
Selling Your Business: What to Know Before You Do
Thinking about selling your business? Learn what to consider on valuation, taxes, and life after the sale before you take the first step
Jul 75 min read
Should You Do a Roth Conversion? 6 Factors to Weigh in 2026
Should you do a Roth conversion in 2026? Learn the 6 key factors Gregg Pacitti, CFP® evaluates, including tax brackets, inherited IRA rules, Medicare impacts, and retirement planning strategies.
Jun 85 min read
Tax-Efficient Giving: Understanding the Benefits of Donor-Advised Funds
Donor-advised funds can help investors maximize charitable impact while improving tax efficiency. Learn how this flexible giving strategy works.
Mar 123 min read
The Case for Staying Invested: Why Timing the Market Doesn’t Work
Chief Investment Officer Brad Tremitiere presents new data supporting the long-term benefits of staying invested. See why missing the market’s best days can drastically impact your returns.
Dec 12, 20252 min read
What Does My Financial Advisor Do All Day?
Wondering what financial advisors actually do? Learn how good advice goes beyond investing and adds measurable value through planning, coaching, and strategy.
Oct 9, 20253 min read
Understanding the Home Sale Gain Exclusion (IRC Section 121)
Learn how to take advantage of the IRS home sale exclusion under IRC Section 121. Avoid common misconceptions and understand how to qualify for up to $500,000 in tax-free gains.
Oct 9, 20254 min read
No Tax on Social Security? What Seniors Need to Know About the New Deduction
Find out how the “Big Beautiful Bill” affects your Social Security taxes. Seniors 65+ may now qualify for a new $6,000 deduction—here’s what that means for your 2025 taxes.
Jul 18, 20253 min read
Introducing Ranch Capital’s New Recording Studio
Ranch Capital Advisors unveils its new recording studio. Gregg Pacitti shares why we're launching this creative space, what content you can expect, and how it'll help you achieve your financial goals.
Jul 17, 20252 min read
The Power of Personalized Investment Management Strategies
Discover how Ranch Capital Advisors delivers personalized investment management strategies through in-house research, trading, and direct client communication designed to support your long-term financial goals.
Jun 13, 20253 min read
Should You Sell Your Rental Property? Key Considerations Before Making the Move
Considering selling your rental property? Gregg Pacitti CFP® outlines key financial factors, tax implications, and alternatives to real estate investing.
Jun 12, 20254 min read
Top 10 Year-End Financial Planning Moves to Make Before 2025
Maximize savings and minimize taxes with these top 10 year-end financial planning tips.
Dec 12, 20242 min read
Understanding the "New-New" Inherited IRA Rules
Learn about the new rules for Inherited IRAs, including the 10-year rule and key strategies for managing your inherited retirement assets.
Sep 6, 20243 min read
Special Edition: Recession Indicators & Key Warning Signs
Discover potential signs of a recession and learn how to safeguard your portfolio. Watch our special edition presentation to stay ahead.
Aug 13, 20241 min read
Sipping Success: A Recap of Ranch Capital's Bourbon Tasting Event
Dive into the highlights of Ranch Capital's Bourbon Tasting Event! Get the inside scoop on bourbon, finance, and how to sip success.
May 17, 20242 min read
Ranch Capital Launches Virtual Family Office Division: Redefining Wealth Management
Explore how Ranch Capital's Virtual Family Office division is revolutionizing wealth management for high-net-worth individuals and families!
Apr 30, 20242 min read
The Essential Guide to Portfolio Rebalancing
Rebalancing your portfolio: the key to steady growth. Explore Gregg Pacitti's professional advice for optimizing your investments.
Apr 10, 20243 min read
Decoding Your Investment Performance
Explore the essentials of investment performance: capital gains vs. income, and how they shape your financial future with Ranch Capital.
Apr 3, 20244 min read
Animal Spirits & Market Dynamics - Navigating Early Warning Signs
Warning signs that “animal spirits” are beginning to stir investors.
Mar 12, 20243 min read
Insights, Research & Videos
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Third-party posts that appear our social media sites have not been reviewed or approved by Ranch Capital Advisors for completeness or accuracy. The information posted by third parties does not necessarily reflect the views or opinions of Ranch Capital Advisors or its affiliates.
Testimonials and/or Endorsements may not be representative of the experience of others and do not guarantee future performance or success; no compensation was exchanged for these recognitions.
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