Blog

A timely commentary paired with an engaging video make the Quarterly Market Insights one of our most-anticipated pieces each quarter.

Part 1 of the OBBBA series explores how the One Big Beautiful Bill Act reshapes charitable deductions starting in 2026, introducing new AGI floors and limits while preserving important provisions like the 60% AGI rule and QCDs. This article outlines what’s changing, what’s staying the same, and how to plan your giving so it remains both tax-smart and purpose-driven.

The FAFSA for the 2026–27 school year is now open, and filing early can unlock more than just need-based aid. Even families who don’t expect to qualify for financial assistance may need the FAFSA for academic scholarships, state grants, or institutional awards—and submitting it early keeps every option on the table.

Looking beyond traditional stocks and bonds? This article explores how alternative investments—such as private real estate, private credit, and commodities—are reshaping the investment landscape, offering new ways to diversify markets, generate income, and manage risk in today’s environment.

Generosity isn’t just a seasonal gesture—it’s a lasting expression of your values. This blog explores how to bring your family into the conversation about charitable giving to create a shared vision of generosity and a legacy that aligns money with meaning.

The “Widow’s Penalty” can leave surviving spouses paying more in taxes on less income. Understanding how tax brackets, Social Security, and retirement distributions change after a loss can help you plan ahead and protect your financial security.