Why We’re Holding CASH Now
Navigating Volatility Through Year-End We’ve been raising cash in client accounts to navigate increased market volatility as economic conditions shift. […]
The Market Story Nobody’s Talking About (But Everyone Should Be Watching)
Something’s shifting beneath the surface of the markets right now, and if you’re not paying attention, you’re missing the most
China’s 15th Five-Year Plan: What Investors Need to Know
The Meeting China’s Fourth Plenary Session of the 20th Communist Party Central Committee convenes October 20-23, 2025 in Beijing. President
Government Shutdown Update – No Cause for Alarm
As you may be aware, a government shutdown happened as of October 1st. I wanted to provide you with a
Seven Ways To Make Better Decisions
Every day, business owners and retirees face choices that shape their futures. While minor decisions come effortlessly, major ones require
How One Boston Scientific Executive Turned a $50,000 Tax Problem Into a $200,000 Opportunity
A deep dive into custom indexing strategies for highly appreciated company stock When a longtime Boston Scientific executive walked into
Tax Alpha Strategy: How Lion’s NexPath Could Save You Hundreds of Thousands in Taxes
What if there was a perfectly legal investment strategy that could potentially save you $455,000 in taxes over 25 years
The One Big Beautiful Bill: 5 Game-Changing Tax Opportunities You Need to Know About
While most Americans were celebrating Independence Day with barbecues and fireworks on July 4th, 2025, President Trump was signing what
When Wealth Isn’t Enough: The Overlooked Gaps That Could Put Your Family at Risk
When most people think about building wealth, they imagine that once they reach a certain number on their balance sheet,
Big Tax Changes Ahead: How They Could Impact You
Big changes are on the way that could affect how much you pay in taxes, how you save, and how