Weekly Commentary

OBBBA in 2026: What the New Law Means for High-Net-Worth and Ultra-Wealthy Taxpayers

2025 Market Recap: Strong Returns Across Assets, Elevated Valuations, and Falling Rates Set the Stage for 2026

Passing the Baton: What Powers the Economy Into 2026

Risk-On Rally as the Fed Fine-Tunes Policy and Market Leadership Broadens

2025’s Unexpected Strength, 2026’s Unanswered Questions

Should You Open a Trump Account for Your Child? A Balanced Guide for Parents

Could a DNA Test Reveal an Unknown Heir and Disrupt Your Estate Plan?

Markets Rally Through Data Fog as Fed Expectations Drive Sentiment

Economic Momentum Builds as Companies Shift Focus to 2026

Markets Rebound as Fed Signals December Rate Cut

Consumer Sentiment vs. Spending: A Holiday Season Disconnect

Strategic Charitable Giving Before 2026: Maximize Your Deductions Under OBBBA