Receiving a financial windfall — whether from a bonus, inheritance, or business event — can bring both excitement and uncertainty. This article outlines how to pause, plan, and prioritize your next steps so your newfound resources align with your long-term goals, family values, and financial well-being.
Incapacity planning ensures that your financial decisions continue to reflect your values even if your ability to manage money changes. By preparing early, we can protect your goals, safeguard your legacy, and support the people you trust most.
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.
