For decades, U.S. mortgages have worked the same way: you buy a home, get a mortgage, and when you move, you pay that mortgage off and take out a...

  For high-income families, the Roth IRA represents one of the most powerful long-term planning tools available — a tax-free growth engine and a legacy vehicle wrapped in one. Yet...

IN REVIEW: 2025 Q3   The third quarter extended our “U.S. Resilience” theme with moderation. Growth held up well despite incremental labor market deterioration. Equities posted solid returns, although leadership...

  Presented by Ronnie Jenkins, Realtor     How to Know if it's a Buyer's Market or a Seller's Market   Real Estate headlines can be confusing—one week it’s a...

IN REVIEW: 2025 Q2   There was no shortage of fireworks this quarter. Q2 marked the fastest recovery from a 15%+ drawdown in the history of the S&P 500 -...

  What is stagflation, and why does it matter?   In simple terms, stagflation is when the economy slows down and inflation stays high at the same time. That’s unusual—typically,...

  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...