Cypress Wealth Advisers

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Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.
The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Savings Accumulation

Estimate the future value of your current savings.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.