Congress is in a race to finalize Trump's Big Beautiful Bill and send it to his desk for signature before the July 4th recess.   Many of the bill's...

  Whether you're still working or already retired, there’s a good chance you have an old 401(k) account lingering somewhere from a past job. We call these “orphaned” 401(k)s—accounts that...

  When most people hear “family office,” they picture a full-time team managing the personal finances, investments, tax strategies, and legacy planning of a billionaire family. And while that image...

  Congratulations—you made the move! Whether it was an upgrade, a downsize, or a relocation, the dust is (mostly) settled and the boxes are (hopefully) unpacked. But while the transaction...

  In a move to reshape America's energy landscape, President Donald Trump has signed a series of executive orders aimed at revitalizing the U.S. nuclear industry. These directives not only...

  As we move through 2025 and beyond, headlines continue to highlight a key theme that has quietly been building since the low-rate era of 2020–2021: debt refinancing. Both the...

    Equity compensation can be a powerful tool for building long-term wealth—but it comes with complexities that require thoughtful planning. Two of the most common forms of equity compensation...

IN REVIEW: 2025 Q1   With Trump’s policy agenda taking the main stage this quarter, our US Resilience theme is being tested. Investors attempted to digest a mix of positive...

IN REVIEW: 2024   Perhaps the overriding theme for 2024 was that of US Resilience. Strong GDP and earnings growth in the US stood in stark contrast to much of...

Many of our clients find themselves reflecting on their charitable goals while also considering strategies to optimize their tax positions before year-end. For those looking to accomplish both goals seamlessly,...