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Holland Capital Management | Charitable Remainder Trusts For Estate Planning: Is One Right For You?
Holland Capital Management | Charitable Remainder Trusts For Estate Planning: Is One Right For You?
  • What We Do
    • Retirement Planning
      • Social Security Optimization Strategies
      • Retirement Income Planning Guide
      • How to Build a Retirement Withdrawal Strategy
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      • How to Maximize Your 401(k) as a Business Owner
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      • Pension vs Lump Sum Decision: How to Choose
      • Employer and Government Retirement Planning
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      • Asset Location Strategy
      • Capital Gains Tax Planning for Investors
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      • Behavioral Investing Guide and Investor Psychology
      • Risk Management in Investing: The Fiduciary Approach
      • Investment Portfolio Construction Guide
      • Portfolio Rebalancing Strategy for Long-Term Investors
    • Annuities and Retirement Income
      • Annuity Income Planning Guide for Retirement
      • Guaranteed Income Strategies for Retirement
      • Fixed vs Variable Annuities: Key Differences
      • What an Annuity Review and Second Opinion Covers
    • Divorce Financial Planning
      • Dividing Retirement Accounts in Divorce
      • Divorce Tax Planning: Strategies That Protect Your Settlement
      • Divorce Cash Flow: Build a Plan That Holds
    • Inheritance and Sudden Wealth
      • Inheritance Financial Planning Guide
      • Inherited IRA Strategy for Beneficiaries
      • Managing Sudden Wealth: A Financial Planning Guide
      • Estate Distribution Planning Guide
      • Estate and Wealth Transfer Planning
    • Business Owner Exit Planning
      • Business Exit Planning Strategy for Business Owners
      • Pre-Sale Tax Planning for Business Owners
      • Liquidity Event Planning for Business Owners
      • Post-Exit Wealth Planning After a Business Sale
  • For Employers
    • 401(k) Plan Review and Benchmarking
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    • 401(k) Plan Design and Open Architecture
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  • What We Do
    • Retirement Planning
      • Social Security Optimization Strategies
      • Retirement Income Planning Guide
      • How to Build a Retirement Withdrawal Strategy
      • Sequence of Returns Risk Retirement Planning
      • 401(k) Rollover Strategy: What Happens When You Leave
      • How to Maximize Your 401(k) as a Business Owner
      • Self-Directed Brokerage Account 401k
      • Pension vs Lump Sum Decision: How to Choose
      • Employer and Government Retirement Planning
    • Tax-Efficient Investing
      • Asset Location Strategy
      • Capital Gains Tax Planning for Investors
      • Roth Conversion Strategy
    • Investment Management
      • Behavioral Investing Guide and Investor Psychology
      • Risk Management in Investing: The Fiduciary Approach
      • Investment Portfolio Construction Guide
      • Portfolio Rebalancing Strategy for Long-Term Investors
    • Annuities and Retirement Income
      • Annuity Income Planning Guide for Retirement
      • Guaranteed Income Strategies for Retirement
      • Fixed vs Variable Annuities: Key Differences
      • What an Annuity Review and Second Opinion Covers
    • Divorce Financial Planning
      • Dividing Retirement Accounts in Divorce
      • Divorce Tax Planning: Strategies That Protect Your Settlement
      • Divorce Cash Flow: Build a Plan That Holds
    • Inheritance and Sudden Wealth
      • Inheritance Financial Planning Guide
      • Inherited IRA Strategy for Beneficiaries
      • Managing Sudden Wealth: A Financial Planning Guide
      • Estate Distribution Planning Guide
      • Estate and Wealth Transfer Planning
    • Business Owner Exit Planning
      • Business Exit Planning Strategy for Business Owners
      • Pre-Sale Tax Planning for Business Owners
      • Liquidity Event Planning for Business Owners
      • Post-Exit Wealth Planning After a Business Sale
  • For Employers
    • 401(k) Plan Review and Benchmarking
    • 401(k) Plan Fees and Conflicts
    • 401(k) Fiduciary Oversight
    • 401(k) Participant Education
    • Switching 401(k) Providers
    • 401(k) Plan Design and Open Architecture
  • Insights
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Market Updates

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January 2026 Market Commentary: Volatility and Metals

The year began on a constructive note for investors. U.S. equity and bond markets extended the momentum from late 2025, reaching new highs despite several

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M. Chad Holland, CFA, CFP® February 2, 2026

2025 Market Year in Review: Insights and Key Trends

2025 proved to be a historically strong year for financial markets, even as investors navigated a steady stream of economic, political, and geopolitical developments. Headlines

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M. Chad Holland, CFA, CFP® January 4, 2026

November Market Update: Key Insights and Trends

In November, investors faced a brief period of volatility across major asset classes. While year-to-date returns remain strong across stocks, bonds, and international markets, concerns

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M. Chad Holland, CFA, CFP® December 1, 2025

October 2025 Market Update: What Investors Should Know

Key Points Markets Advanced Despite Government Headlines October’s market performance once again demonstrated how quickly headlines can create emotional uncertainty without changing long‑term fundamentals. Equity

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M. Chad Holland, CFA, CFP® November 3, 2025

Quarterly Market Update: Q4 2025 Outlook

A Market of Contrasts Volatility is a natural part of investing, but sharp swings have been especially pronounced in 2025. Earlier in the year, tariff-related

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M. Chad Holland, CFA, CFP® October 6, 2025

August Market Review: Growth Amid Policy Uncertainty

August proved to be a month of resilience for both stocks and bonds, with the major U.S. indices reaching new highs despite headwinds from tariffs,

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M. Chad Holland, CFA, CFP® September 2, 2025
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15720 Brixham Hill Avenue Suite 300 Charlotte, NC 28277 United States

 

941 W Morse Blvd suite 100, Winter Park, FL 32789

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Retirement Planning

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Tax-Efficient Investing

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Inheritance and Sudden Wealth

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Holland Capital Management | Market Updates

Contact Main Office

  • Office: 877-733-9435
  • Fax: 980-500-1531
  • 15720 Brixham Hill Avenue
    Suite 300
    Charlotte, NC 28277
    United States

Contact Winter Park Office

  • Office: 877-733-9435
  • 941 W Morse Blvd suite 100, Winter Park, FL 32789
Holland Capital Management | Market Updates
Holland Capital Management | Market Updates
Investment advisory services offered through Holland Capital Management, a registered investment advisor. Holland Capital Management is also licensed as an insurance agency in the state of North Carolina.
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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HOLLAND CAPITAL MANAGEMENT © 2025. ALL RIGHT RESERVED

Holland Capital Management LLC
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  • About
  • Why We’re Different
  • About
  • Why We’re Different
What We Do
  • Estate Planning
  • Financial Planning
  • Investment Management 
  • Retirement Planning
  • Trust Advisory
  • 401 K Advisory
  • Estate Planning
  • Financial Planning
  • Investment Management 
  • Retirement Planning
  • Trust Advisory
  • 401 K Advisory
Who We Serve
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  • Executives
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Holland Capital Management | Market Updates
Holland Capital Management | Market Updates