Staying the Course When Markets Feel Unsteady
Geopolitical headlines over the last week have been nothing short of jarring. As news of the joint U.S. and Israeli air strikes on Iran continues to dominate the global cycle, it is natural for feelings of anxiety to surface. We are seeing a direct impact on energy markets, with oil prices surging and the critical […]
4 Strategies for Parents to Help the Class of 2026 in a Tight Job Market
As published on Kiplinger For parents of the Class of 2026, current headlines can feel challenging. After years of tuition payments and academic rigor, the prospect of a “weak” entry-level hiring market — the softest since the pandemic — raises a fundamental question: Is the return on investment for a college degree diminishing? Remember that market cycles […]
Helping a Disrupted Generation Purchase Real Estate
The domestic real estate market, which has remained largely stagnant for the past twenty-four months, may show signs of movement. Recent data, including reports from the Wall Street Journal, highlight a downward trend in interest rates, with rates reaching their lowest levels in several years. While this shift suggests a potential uptick in home sales, it does not […]
The Most Overlooked Estate Planning Step: Why Communication Matters More Than Ever
An estate plan should be more than the legal minimum. Foundational documents such as wills, revocable trusts, powers of attorney, and healthcare proxies are a great start. For more affluent families, additional trusts and advanced structures may further enhance tax efficiency and asset protection. Keeping those structures aligned with current tax law and properly modeling liquidity are […]
California Billionaire Tax Debate: Wealth Taxes May Be Coming
In recent news, Mark Zuckerberg is joining the California exodus of ultra-wealthy taxpayers and purchasing a home in Florida. The catalyst is California’s proposed 2026 Billionaire Tax Act, a ballot initiative that would introduce a state-level tax on net worth, effective January 2026. If the initiative makes the November ballot and passes, it would impose a one-time 5% tax on […]
Help! I’m Scared My College Student Won’t Be Able To Find a Job! Navigating the Class of 2026 Job Market
Recent headlines surrounding the “Class of 2026” have raised understandable concerns among parents and students alike that entry-level jobs are disappearing. Hiring outlooks for new graduates are being described as the weakest since the pandemic, prompting questions about whether the return on a costly degree may be delayed or diminished. These concerns are not isolated. […]
Could You Benefit from a Charitable Remainder Trust?
You may have encountered Charitable Remainder Trusts in conversations with others after a liquidity event or through tax professionals discussing strategies for managing large unrealized gains. In the appropriate situation, a Charitable Remainder Trust (CRT) can help address tax efficiency, income planning, and charitable objectives simultaneously. How a CRT Works A Charitable Remainder Trust is a split-interest trust funded with appreciated assets […]
Top Financial Planning Priorities for 2026: New Rules, New Risks
Last year, the enactment of the One Big Beautiful Bill Act (OBBBA) preserved many key provisions of the federal tax code for individuals, including lower marginal income tax rates and a higher estate tax exemption. However, several planning rules have changed quietly. Provisions from recent legislation – most notably the SECURE 2.0 Act – are now taking […]
2026 Economic and Investment Outlook
Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz break down 2025 and provide their outlook for 2026.
Why a Wealth Plan is the Ultimate Investment
In personal finance, conversations often center on strategies like Roth conversions or generation-skipping trusts. These tools can be useful in the right situations but using them without a broader framework is risky. The real risk isn’t missing a sophisticated strategy – it’s making decisions without a clear plan. That’s why we recommend starting with a wealth plan. A wealth plan provides structure and […]
Will ACA Plan Enrollees See Premium Relief Soon?
For households enrolled in the Affordable Care Act (ACA) marketplace, the new year arrived with a sharp increase in monthly health insurance premiums. Why? Enhanced ACA subsidies expired on December 31, 2025. While the One Big Beautiful Bill Act (OBBBA), signed last summer, introduced sweeping changes to the healthcare landscape, it did not explicitly cancel […]
I’m a Wealth Planner: Forget 2026 Market Forecasts and Focus on These 3 Goals for Financial Success
As published on Kiplinger We know the economy is unpredictable, geopolitical events can happen without warning, and markets will do what they do, no matter who predicts what. Here’s how to focus on what you can control. Every January, the financial news landscape is flooded with two things: Articles about canceling unused gym memberships and […]