Tax Items to Review in 2026
A breakdown of the essential tax updates you should review this year to ensure your strategy remains optimized.
The 2026 Mid-Year Check-In: Aligning Your Lifestyle with New Tax Realities
Here are some of the key tax items to focus on for 2026.
Market Commentary | March 23rd, 2026
The U.S./Israel conflict with Iran has continued to cause significant volatility within markets, and given this, we felt it was important to provide an additional update.
Market Commentary | March 16th, 2026
Last week delivered a concentrated set of U.S. economic data that helped refine expectations around growth, inflation, and the Federal Reserve’s policy path. While housing data showed tentative improvement, inflation measures and revised growth figures reinforced a cautious macro backdrop.
Market Commentary | March 9th, 2026
Last week delivered many important macroeconomic releases, giving investors insight into an evolving U.S. economic landscape. In addition, the conflict in Iran has escalated dramatically, adding significant economic concerns.