Overman Capital Management

10/27/2025

The IRS has announced updated federal income tax brackets and deductions for 2026, reflecting inflation adjustments.

For married couples filing jointly, the standard deduction rises to $32,200, up from $31,500 in 2025. Single filers can now claim $16,100, an increase from $15,750. The top 37% tax rate applies to income above $768,700 for joint filers and $640,600 for individuals.

The agency also raised thresholds for long-term capital gains, estate tax exemptions, and eligibility for the earned income tax credit. These updates will apply to 2026 income for returns filed in 2027.


Source:

The IRS has announced higher federal income tax brackets and standard deductions for 2026. Here's what taxpayers need to know.

01/25/2025

05/31/2024

🌟 Worried About Social Security? Get the Facts and Maximize Your Benefits! 🌟

Are you nearing retirement and concerned about the future of Social Security? You're not alone! Many folks in New Bern, NC, share these worries. But don’t let the headlines scare you.

In our latest blog post, we break down the reality behind those alarming projections and offer actionable tips on how to secure and maximize your benefits. Whether you’re thinking of claiming early or waiting it out, understanding your options can make all the difference for your retirement.

In early May, the Social Security Board of Trustees announced that the trust funds had revenue to pay full benefits until 2035. However, if the trust fund were to run out, it doesn’t mean that Social Security payments would come to a screeching halt.

04/23/2024

⏰ Today's the day! Join us at 11:30am ET for our 🖥️ webinar on 📈 in an election year 🗳️. valuable strategies for navigating and uncertainty.

It's not too late to RSVP ⬇️!

Investing in an election year presents unique challenges due to increased market volatility and uncertainty surrounding policy changes. As November 2024 approaches, election noise will only increase, making it crucial for investors to maintain focus on their long-term goals. Based on extensive resea...

04/22/2024

👀 Don't miss out on our 🖥️ webinar 🗓️ tomorrow, April 23rd, at 11:30am ET ⏰ on investing in an election year! If you haven't already, be sure to RSVP👇to 🔗 secure your spot.

See you there! 📊

Investing in an election year presents unique challenges due to increased market volatility and uncertainty surrounding policy changes. As November 2024 approaches, election noise will only increase, making it crucial for investors to maintain focus on their long-term goals. Based on extensive resea...

04/19/2024

🚀 Ready to take your strategy to the next level📈?

Join us on April 23rd at 11:30am ET for expert insights on navigating during an year.

RSVP today 👇!

Investing in an election year presents unique challenges due to increased market volatility and uncertainty surrounding policy changes. As November 2024 approaches, election noise will only increase, making it crucial for investors to maintain focus on their long-term goals. Based on extensive resea...

04/12/2024

📅 Mark your calendars! Our 💻 webinar on investing during an year is just around the corner on April 23rd at 11:30am ET.

Don't miss out on this opportunity to gain valuable insights! RSVP now ⬇️!

Investing in an election year presents unique challenges due to increased market volatility and uncertainty surrounding policy changes. As November 2024 approaches, election noise will only increase, making it crucial for investors to maintain focus on their long-term goals. Based on extensive resea...

04/06/2024

Another good from .

Q1 2024 brought a nice change to the $SPX, with 40% of firms outpacing the index. While this is better than 2023 (27%), the proportion of outperformers is still below the 29-year average of 48%. Too narrow?

04/03/2024

🖐️ during an election year 🗳️ can be challenging, but it's also an 📈. Join us on 🗓️ April 23rd at 11:30am ET 🗓️ to discover strategies for navigating market and uncertainty during this cycle. RSVP today ⬇️!

Investing in an election year presents unique challenges due to increased market volatility and uncertainty surrounding policy changes. As November 2024 approaches, election noise will only increase, making it crucial for investors to maintain focus on their long-term goals. Based on extensive resea...

03/25/2024

🙋 Curious about how elections 🗳️ impact your ? Join us on April 23rd at 11:30am ET for a webinar where we'll explore the impact of elections on , , and overall trends. RSVP 👇 now!

Investing in an election year presents unique challenges due to increased market volatility and uncertainty surrounding policy changes. As November 2024 approaches, election noise will only increase, making it crucial for investors to maintain focus on their long-term goals. Based on extensive resea...