Passing Down the Family Home Without Passing Down a Fight

A vacation home may outlive the mortgage, the renovations, and often the parents who bought it. Whether it’s a waterfront property, a cabin in the mountains, or an apartment in charming city, a second home can accumulate decades of family history long before anyone thinks about what happens to it next.   So when estate planning […]

Week of August 02, 2026 – Weekly Economic Commentary 

The Bureau of Economic Analysis (BEA) released considerable, albeit preliminary, data on the US economy in the second quarter and much of the story got lost in the glare of Kevin Warsh’s problematic second press conference as Chairman of the Federal Reserve. The first estimate of US Q2 GDP growth was 1.5%, somewhat below expectations […]

August Begins With Near-Term Momentum Still Risk-Off – August 3, 2026

Good morning, Despite some sharp swings in equities last week, the broader picture—at least in retrospect—looks like a relief rally from the deeply oversold conditions reached in mid-July. The rebound registered beneath the surface, but not strongly enough to shift market momentum from risk-off to risk-on as we enter August—at least not yet. That should […]