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2026 brings a new planning environment shaped by the OBBBA. While many TCJA provisions are now permanent, other rules have quietly changed. Here are the top.undefinedTop Financial Planning Priorities for 2026: New Tax Rules, OBBBA Changes, and Key Risks

Top Financial Planning Priorities for 2026: New Tax Rules, OBBBA Changes, and Key Risks

Navigating 2026: Tax Changes, OBBBA Updates, and Financial Risks.

How Fed Rate Cuts Could Raise Your Property and Casualty ... and other suggestions
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
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
BLS employment data controversy raises questions for financial planning. Learn how to use government economic reports more critically to inform your wealth.undefinedHow BLS Economic Data Impacts Your Financial Plan: Employment Reports and Wealth Strategy
How BLS Economic Data Impacts Your Financial Plan: Employment Reports and Wealth Strategy
Areas of Expertise Fiduciary Wealth Management Comprehensive Financial Planning Entrepreneurs, Business Owners, and Tech Executives Equity Based Compensation—RSUs, ESPPs, ISOs and NSO, and concentrated stock positions Thematic Social Impact Investing Environmental, Social, and Governance (ESG) IntegrationundefinedVisit Our Office in New York
Visit Our Office in New York

"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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Robertson Stephens Wealth Management, LLC. customer review

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Integrating Philanthropy to Strengthen Family Legacy with Fiduciary Financial Advisors

Integrating Philanthropy to Strengthen Family Legacy with Fiduciary Financial Advisors

Enhancing Wealth Continuity Through Fiduciary Family Meetings with Your Financial Advisor

Enhancing Wealth Continuity Through Fiduciary Family Meetings with Your Financial Advisor

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

The Sports Investing Boom: Bubble or Durable Asset Class?

The Sports Investing Boom: Bubble or Durable Asset Class?


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