Resources
Articles
Tax Planning: Roth Conversions, Tax-Loss Harvesting & Income Timing Strategies
The fourth quarter is a great time to take a closer look at your tax picture—before deadlines sneak up. Smart planning now can reduce your 2025 tax burden and ensure you’re putting your money to work in the most efficient way possible.
RMD Reminder: Why Timing Matters for Year-End Distributions
If you’re age 73 or older (or inherited a retirement account), it’s time to start thinking about Required Minimum Distributions (RMDs). These mandatory withdrawals may feel like just another box to check—but when handled thoughtfully, they can also create opportunities for better tax efficiency and meaningful impact.
July 2025 Market Update
July 2025Market Update Category YTD 2024 US Large 6.2 25.0 US Small -1.8 11.5 Developed Markets ex-US 19.9 4.3 Emerging Markets 15.6 8.1 US Fixed Income 4.0 1.3 US High Yield 6.8 9.2 Source: JPMorgan Guide to the Markets. Data as of June 30, 2025. Performance in...
What the 2025 Tax Bill Means for You and Your Business
On July 4, 2025, President Trump signed into law the “One Big Beautiful Bill,” a sweeping tax reform package that cements many of the 2017 tax cuts and introduces new provisions aimed at individuals, families, and businesses.
Estate Planning
Estate planning is one of the most important—and often overlooked—elements of financial wellness. Yet more than two-thirds of Americans don’t have an up-to-date estate plan, leaving their loved ones to navigate confusion, probate, or unintended outcomes.
Student Loan Updates for 2025
If you’ve built up assets that have grown in value over time, like stocks, mutual funds, or other investments, fall is an ideal time to start thinking about how those gains align with your charitable goals. Appreciated securities can be used in several strategic ways to support organizations you care about, all while thoughtfully managing your broader financial picture.
Charitable Giving
Charitable Giving Strategies for Appreciated Securities and Why Now’s the Time to Plan If you’ve built up assets that have grown in value over time, like stocks, mutual funds, or other investments, fall is an ideal time to start thinking about how those gains align...
Weekly Market Commentary
Market Commentary | May 26th, 2026
Overall, the data reinforces a resilient growth environment with pockets of moderation, where strong manufacturing and firm labor conditions offset softer (but still expanding) services activity. Combined with tighter energy markets and a cautious Fed, this keeps inflation risks tilted to the upside, likely sustaining elevated rate expectations, upward pressure on yields, and a selective equity backdrop.
Market Commentary | May 18th, 2026
Last week was centered on inflation and consumer demand, with housing and labor data helping round out the broader economic picture.
Market Commentary | May 11th, 2026
Last week was a busy one for economic data, with key reports across labor, housing, and both business and consumer sentiment, adding important context and nuance to an increasingly complex economic backdrop.
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