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Place Your Bets!
Markets have certainly wished investors Happy New Year with roaring returns over the first 5 days of 2026. This may sound novel but returns over
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Estate Plans and Global Markets: Protecting Your Legacy Across Borders
Because when your wealth goes international, your legacy protection strategy should, too. The Bottom Line: The Full Story: You have a vacation home on the
Meet the New Magnificents
As we come to the end of the year, markets have fixated on two primary narratives. First, will the AI trade and Magnificent-7 (Apple, Amazon,
Portfolio Allocation Strategies for 2026: Three Levers for Managing Risk in a Historic Bull Market
Discover the framework designed to help keep you invested through uncertainty and protect what you’ve built The Bottom Line: The Full Story: I know what
Fed Unwraps Holiday Highs
On Wednesday of this past week, the Federal Reserve concluded their eighth and final FOMC meeting of the year. With a record Government shutdown suspending
The Hidden Costs of Healthcare in Retirement Planning and Estate Planning
Nobody wants to imagine themselves needing help, but planning for it now can help protect you, your future, and the people you love most. The
Giving Turkey Legs!
For the second year in a row, I have the privilege of writing the week leading up to Thanksgiving, a time for family and feasting.