Advanced Estate Planning to Optimize Family Wealth Transfer
The wealth you have accumulated over a lifetime represents years of discipline and sacrifice. How can you pass those critical resources on efficiently?
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The Bull Market Cycle: Investment Lessons and the Wall of Worry
It has now been more than 3 and 1/2 years since the bull market began in October 2022. What does history say about its likely life span, and how can we use that information as investors?
Read MoreMarket Pullbacks and Achieving Portfolio Balance
With markets experiencing frequent swings, should you be adjusting your portfolio more often? It’s a common question during uncertain times, but let’s see what history tells us.
Read MoreSpecial Update: Iran and Long-Term Investing
With military action underway in Iran, the safety of civilians and our troops is the most important consideration. But what does this mean for investments?
Read MoreManaging New Tax Changes to Optimize Your Financial Plan
Former Senator Max Baucus observed, “tax complexity itself is a kind of tax.” This is especially true in 2026 as policy changes create new planning opportunities.
Read MoreUsing Behavioral Finance to Improve Investor Outcomes
Behavioral finance studies human reactions to investing. Now that this discipline has been around for over 50 years, what can we learn from it?
Read MoreCharitable Giving: Advanced Strategies for Year End Planning
The question isn’t just whether to give, but how to do it in ways that maximize your gifts while benefiting your financial plan.
Read MoreAre Investors Holding Too Much Cash?
For long-term investors, a growing challenge today is how to manage cash as short-term interest rates fall. What appears safe actually comes with real costs.
Read MoreShould You Set Up a Trust? 5 Questions To Ask First
You’ve heard about trusts. But is one right for your family? Learn about 5 important questions to ask before you decide to set up a
trust.
How to Navigate Fears of a Market Bubble
As markets reach new highs and artificial intelligence stocks continue to rally, some investors are asking “are we in a bubble?
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