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Many changes are unfolding in Washington, including ongoing discussions about tariffs – most recently on steel and aluminum. The outcome remains uncertain, leaving many wondering how these shifts could impact inflation and financial markets. Uncertainty often breeds concern, sometimes even fear, which can reduce consumer spending. Given the current environment, it’s reasonable to expect continued political and market volatility.undefinedHow Tariffs and Policy Shifts Could Impact Your Long-Term Wealth StrategyIt’s unclear where this proposal will lead, as the special rule has survived years of bipartisan scrutiny. If you have any questions about these developments and how they may impact your wealth planning, please reach out to your Wealth Manager.

How Tariffs and Policy Shifts Could Impact Your Long-Term Wealth Strategy

Navigating Policy Shifts: Secure Your Wealth Amidst Changing Tariffs.

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It’s unclear where this proposal will lead, as the special rule has survived years of bipartisan scrutiny. If you have any questions about these developments and how they may impact your wealth planning, please reach out to your Wealth Manager.

Wildfire Insurance Claims and Mortgage Payments: What Hom... and other suggestions
Lower Fed rates could counterintuitively raise property and casualty insurance premiums. Learn why this relationship exists and how to review your P&C.undefinedHow Fed Rate Cuts Could Raise Your Property and Casualty Insurance Premiums
How Fed Rate Cuts Could Raise Your Property and Casualty Insurance Premiums
Los Angeles brought attention to an important issue regarding insurance claims for homeowners with mortgaged properties. Many homeowners are surprised to learn that when their property sustains structural damage, the insurance check for the full insured amount is sent directly to the mortgage lender. The lender retains the funds in an escrow account and releases them to the homeowner in installments as repairs are completed.undefinedWildfire Insurance Claims and Mortgage Payments: What Homeowners Must KnowThe aftermath of a natural disaster like the LA wildfires underscores the importance of understanding the claims process for homeowners with mortgaged properties. Effective communication with the mortgage lender, precise adherence to their requirements, and awareness of disaster relief options are critical to navigating this challenging period. Additionally, while homeowners may find some financial relief in personal property and living expense claims, they must remain mindful of their ongoing mortgage obligations. Being prepared and informed can make a significant difference in managing the recovery process after devastating events.
Wildfire Insurance Claims and Mortgage Payments: What Homeowners Must Know
Charitable Remainder Trusts can defer capital gains from asset sales while generating lifetime income. Learn how CRTs work, who benefits most, and if this.undefinedCharitable Remainder Trusts: How CRTs Can Manage Capital Gains and Provide Income
Charitable Remainder Trusts: How CRTs Can Manage Capital Gains and Provide Income
Congress is debating whether to extend TCJA before it expires. Explore the proposed tax changes and what they mean for income tax rates, deductions, and.undefinedTCJA Extension and Congressional Tax Updates: What High-Net-Worth Taxpayers Should Know
TCJA Extension and Congressional Tax Updates: What High-Net-Worth Taxpayers Should Know

"We have been clients of Michael Tierney for over 15 years. Michael stays well attuned to the various market issues and specifically follows strategists who have proven track records and philosophies. His frequent news emails have been especially helpful in keeping us informed of market happenings with his ongoing thoughts and educating us. On a more personal note, Michael has always been easily approachable, encouraging us to call anytime to answer questions or entertain ideas. There have also been personal business visits during which we appreciate Michael’s warmth and friendliness. His assistants through the years have also been very helpful in handling any necessary matters."

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Navigating Estate Planning for Blended Families

Navigating Estate Planning for Blended Families

Engaging Family Meetings for Wealth Management and Financial Advisors

Engaging Family Meetings for Wealth Management and Financial Advisors

Due Diligence for the Velvet Rope: What to Vet Before You Join

Due Diligence for the Velvet Rope: What to Vet Before You Join

Why Most Carbon Credits Don't Hold Up to Scrutiny — and How to Tell the Difference

Why Most Carbon Credits Don't Hold Up to Scrutiny — and How to Tell the Difference


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