Blog

You may be familiar with the term “The Great Wealth Transfer.”  We currently find ourselves in an inter-generationalwealth transfer during which the Silent Generation and the Baby Boomers will...

After a strong and relatively steady run for much of the past year, markets have recently reminded investors that leadership can shift quickly — and that volatility is never far away. Below are a...

I apologize for starting with such a heavy title—but I need your attention on this one. When was the last time you wrote a love letter? I encourage you to take a moment to do that, especially if...

I hope you and your family had a wonderful holiday season.I can’t believe 2025 is already behind us and 2026 is here. Before we know it, 2026 will be in our rearview mirror as well—so enjoy the...

As we wrap up 2025, we find ourselves in a still-evolving economic landscape. This year, the U.S. economy has continued to move along a K-shaped path—a recovery pattern where different groups...

The One, Big, Beautiful Bill has a significant effect on federal taxes, credits and deductions for 2025 and 2026. It was signed into law on July 4, 2025. Below are some of the more relevant...