FOMO: The Four-Letter Word That Can Cost Investors a Fortune
What Travis Kelce, a century-old con man, and the fear of missing out can teach us about protecting wealth. Imagine being a professional athlete earning millions of dollars, surrounded by agents, attorneys, business managers, and presumably sophisticated financial advisors. You would think that someone in that position would be relatively insulated from financial fraud. Apparently […]
2026 Year-End Tax Planning: Key Strategies for Charitable Giving, SALT, AMT, and Retirement Contributions
For many households, 2026 is the first year that effects of the One Big Beautiful Bill Act (OBBBA) may show up on your actual tax return. Some of the new rules reward early action, others quietly reduce the value of long-standing habits, and the usual year-end checklist still matters as much as ever. Here is what deserves attention before December 31.