With so many choices and different spending patterns, there is no single one-size-fits-all strategy. For the user who just wants a single card, a 2% cash back credit card is the simplest path. However, with a little effort, a cash back percentage north of that base is easily achievable.

2023 was a strong year for most asset classes, an investor could hardly help but to prosper from investments in traditional assets like cash, bonds, or stocks.

We often emphasize to our clients the pivotal role of tax efficiency in magnifying their wealth over time. Though the topic might seem tedious, our fascination with it is well-grounded. We often say: “we prioritize after-tax wealth creation, above headline returns.”

Embark on a transformative journey where wealth meets purpose, as we delve into Michael Bloomberg's remarkable story, and unveil how a simple shift from "spending" to "investing" can shape a life of intention, paving the way to a future of fulfillment and greatness.

Since the start of the year and through the end of June, the equity markets have been red hot with the S&P 500 and NASDAQ up YTD +17% and +32%. Let’s dive into some of the many potential reasons for the rally in the stocks market.

Please join us in congratulating Kamel Tarazi for being appointed Ahara Advisor’s Chief Operating Officer. Kamel will provide leadership for the firm’s business operations, including finance and compliance, and work with clients in tax and estate advisory services.

A financial sea change may be on the horizon. After approximately four decades of steadily declining interest rates, we might be at the cusp of a long-term debt cycle shift that could see interest rates rise for multiple decades, reminiscent of the period between 1945-1980.

Donor Advised Funds (DAFs) provide a flexible and efficient way to donate to charities, while taking advantage of tax benefits. DAFs allow donors to control and invest their donated assets, grant funds at their discretion, and serve as a due diligence representative.

At Ahara Advisors, we seek to manage your wealth and financial health. We try to optimize your after-tax return on your investments, your retirement assets, and, ultimately, your potential wealth transfer to your heirs or philanthropic endeavors.