Month: November 2025
Why are rare earth metals important to my portfolio?
Our team employs external financial research from many different economists, analysts and research firms. This research provides valuable input into how we actively monitor and manage your portfolio. Periodically, we share this research with you in addition to our own analysis and market commentary. Linked below is a piece by J.P. Morgan that examines the long-term structural demand for rare earths, which may present an attractive investment opportunity. Enjoy the analysis from J.P. Morgan, and thanks for your confidence in our team at Lineweaver! Please click here to
The benefits of year-end giving
By Mark Sipos, LFG Tax Director The holidays are near and many of you start thinking of giving – whether directly to a loved one or through your favorite charities. Year-end gifting offers two main types of tax benefits: reducing your taxable income through charitable contributions and reducing your taxable estate through gifts to individuals. Gifting to Individuals Gifts to individuals are generally not income tax-deductible for the donor, but strategic gifting can help manage gift and estate taxes. Annual Gift Tax Exclusion: For 2025, you can give up to $19,000 per person to an unlimited number of individuals without any gift tax implications or the need to file a gift tax return (Form 709). Married couples can "gift-split" to give a combined $38,000 per recipient. Lifetime Gift and Estate Tax Exemption: Gifts exceeding the annual exclusion amount are not immediately taxed but reduce your unified lifetime gift and estate tax exemption. For 2025, this exemption is $13.99 million per individual ($27.98 million for a married couple). Direct Payments: Paying a loved one's medical expenses or educational tuition directly to the institution or provider is not considered a taxable gift and does not count against your annual exclusion or lifetime exemption. Gifting Appreciated Assets: Gifting cash is generally simpler. If you gift appreciated assets (like stock) to an individual, their cost basis is the same as yours (the donor's basis). This means th
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Case studies are intended to illustrate the types of financial issues faced by actual clients. They should not be construed as a testimonial for or endorsement of Lineweaver Wealth Advisors. They do not represent the experience of any advisory client. Each client’s situation is different, and their goals may not always be achieved. Lineweaver Wealth Advisors, LLC, is not engaged in the practice of law or accounting. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.
Crain's Cleveland Business is a print and online newspaper delivering local business news and information to Cleveland's business executives, which is published by Crain Communications Inc. The Crain's list may employ different methodology than described above for similar designations granted in other years. No clients were consulted and no fees were paid to determine the winners; the award is based on assets under management. Neither the participating candidates nor their employees pay a fee in exchange for inclusion on Crain's List. However, recipients may pay a fee to Crain, an affiliate, or an unaffiliated third party in exchange for plaques or article reprints commemorating the designation. The publication should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if the recipient is engaged, or continues to be engaged, to provide investment advisory services; and should not be construed as a current or past endorsement of the recipient by any of its clients. In 2025, 2024, 2020 and 2019 Lineweaver Wealth Advisors (“LWA”) was ranked in the Top 25 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. In 2023, LWA was ranked in the Top 15 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. In 2021 and 2022, LWA was ranked in the Top 20 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. For all years the awards were based on assets under management.
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