Navigating Volatility Through Year-End We’ve been raising cash in client accounts to navigate increased market volatility as economic conditions shift. Here’s what’s happening and why we’re taking a defensive posture. Current Economic Environment We’re transitioning into a Lead 4 scenario through the end of December, characterized by: Slowing growth in

Something’s shifting beneath the surface of the markets right now, and if you’re not paying attention, you’re missing the most important story of Q4. It’s not about another AI stock hitting new highs. It’s not about the latest Fed commentary. And it’s definitely not what the financial media is obsessing

The Meeting China’s Fourth Plenary Session of the 20th Communist Party Central Committee convenes October 20-23, 2025 in Beijing. President Xi Jinping and over 370 senior Party members will finalize proposals for China’s 15th Five-Year Plan (2026-2030). The formal adoption will occur in early 2026 at the “Two Sessions” parliamentary

As you may be aware, a government shutdown happened as of October 1st. I wanted to provide you with a brief overview of what this means for the economy and your investments. Key Points: Historical Context Over the past 30 years, the government has been shut down for a total

Every day, business owners and retirees face choices that shape their futures. While minor decisions come effortlessly, major ones require intention. Here’s how to approach them with clarity and confidence: Key Takeaways 1. Clarify Your GoalStart by defining what you want to achieve. Clear goals help you evaluate options meaningfully.

A deep dive into custom indexing strategies for highly appreciated company stock When a longtime Boston Scientific executive walked into my office three months ago, she carried a problem that thousands of corporate executives face but few understand how to solve. After participating in the company’s Employee Stock Purchase Plan

What if there was a perfectly legal investment strategy that could potentially save you $455,000 in taxes over 25 years on a $1 million investment? It’s called “Tax Alpha,” and it’s quietly revolutionizing how wealthy families manage their portfolios. When Success Creates Tax Headaches If you’re a successful business owner,

While most Americans were celebrating Independence Day with barbecues and fireworks on July 4th, 2025, President Trump was signing what may be the most significant tax legislation since the Tax Cuts and Jobs Act of 2017. The nearly 900-page “One Big Beautiful Bill” has created unprecedented opportunities for business owners,

When most people think about building wealth, they imagine that once they reach a certain number on their balance sheet, their future — and their family’s — is secure. But in reality, wealth without coordination and planning can leave even the most successful families exposed when life throws the unexpected

Big changes are on the way that could affect how much you pay in taxes, how you save, and how you plan for the future. A major tax bill has already made its way through the House and is now moving through the Senate. While nothing is final yet, there’s