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Tax Facts: 2026 Tax Year

Submitted by Clarus Wealth on March 24th, 2026

Jackson has released its Tax Facts: 2026 Tax Year brochure, including information on Roth IRA contribution phaseouts, Retirement plan contribution limits, Tip income deduction, and more.

Tags:
  • Capital Gains Tax 2026
  • Overtime income deduction
  • SALT deduction 2026
  • Standard deduction 2026
  • Tip income deduction 2026

From the IRS: How to Avoid Tax Scams

Submitted by Clarus Wealth on March 23rd, 2026

Fraudulent emails pretending to be from a financial institution or family member are not the only way that scammers target their potential victims. The IRS has compiled a list of 15 current tax scams, what to look out for, and how to report scams on its website. Watch the video below for more information on How to Avoid Tax Scams.

 

 

Tags:
  • Current tax scams
  • How to avoid tax scams
  • IRS Scams
  • IRS Tax Scams

Clarus Wealth Advisors Market Watch March 23, 2026

Submitted by Clarus Wealth on March 23rd, 2026

The Fed left rates unchanged last week, and the conflict in Iran continues to drive oil prices and inflation expectations higher. Read more about What's Working, What's Not, and What's Next in this week's Market Watch.

Tags:
  • Fed cut possibilities
  • How is Iran impacting the markets
  • Market drivers
  • Oil price increase

What investors need to know about the One Big Beautiful Bill

Submitted by Clarus Wealth on March 16th, 2026

The One Big Beautiful Bill Act has several provisions impacting energy, health care, taxes, and more. Invesco created a slide deck, showing some of the potential impact to the nation's deficit and on individual household income, as well as industries that may benefit and those that may be negatively affected by the Bill.

TCOBBBA-PPT-1.jpg

Tags:
  • OBBB
  • OBBBA
  • One Big Beautiful Bill
  • One Big Beautiful Bill Act
  • taxes

Hormuz, Oil Flows, and the U.S. Strategic Petroleum Reserve

Submitted by Clarus Wealth on March 16th, 2026

With oil and the Strait of Hormuz making headlines over the past couple of weeks, First Trust put together this pdf showing which countries depend most heavily on the Strait, how much of the U.S.'s oil is imported through it, and the capacity/functionality of the 60 salt caverns that the U.S. Strategic Petroleum Reserve companies holds along the Gulf Coast.

FIrst Trust Three on Thursday 3.12.26.jpg

Tags:
  • Oil flows
  • Strait of Hormuz
  • U.S. Strategic Petroleum Reserve

Clarus Wealth Advisors Market Watch March 9, 2026

Submitted by Clarus Wealth on March 9th, 2026

The Iran conflict continues to lead news headlines. In this week's Market Watch, read how this, and other factors, are influencing the markets.

Tags:
  • Crude oil prices
  • Global oil supply
  • Price of gasoline is higher

Markets in Perspective

Submitted by Clarus Wealth on March 4th, 2026

First Trust looks at the History of U.S. Bear & Bull Markets, Intra-Year Declines vs Calendar Year Returns, and more, in their Markets In Perspective Client Resource Kit.

Tags:
  • calendar year returns
  • growth in the stock market
  • intra-year declines
  • market resilliency
  • stock market growth
  • stocks vs gold

Wars, Geopolitical Shocks & The Stock Market

Submitted by Clarus Wealth on March 4th, 2026

From the Chaco War in 1932 to the Israel-Hamas War in 2023, see how the Stock Market has fared historically during war times and Geopolitical Shocks, in this resource kit put out by First Trust.

Tags:
  • geopolitical impacts to the market
  • how does war impact the markets
  • U.S. Stock Market Returns During Major Wars
  • war and the markets
  • War Times & The Stock Market

How to spot--and stop--imposter scams

Submitted by Clarus Wealth on March 2nd, 2026

Charles Schwab sent out this email to clients regarding "How to spot--and stop--imposter scams", including signs to watch out for and what to do if you encounter a potential scammer.

Tags:
  • how to spot scams
  • how to stop scams
  • imposter scams
  • is it a scam

Clarus Wealth Advisors Market Watch March 2, 2026

Submitted by Clarus Wealth on March 2nd, 2026

Tech volatility continued last week, in spite of Nvidia's reported earnings. Read about which companies are expected to release earnings this week - as well as possible economic impacts of this past weekend's joint military strikes - in this week's Market Watch.

Tags:
  • AI efficiency
  • AI fear
  • Jack Dorsey
  • Nvidia earnings report
  • Target earnings
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