Choosing a wealth manager is one of your biggest financial decisions. Here’s the 3-trait framework — integrity, competence, experience — to get it right.
A midyear financial checkup helps high earners rebalance, harvest tax losses, and put idle cash to work before December. Here is your 2026 checklist.
TL;DR Summary A rules-based investment process replaces gut-feeling decisions with quantitative data and systematic scoring. Every morning, our team reviews gamma exposure, high-yield credit spreads, volatility skew, tick data, and net liquidity before markets open. Each security passes through four scoring filters — Trade, Trend, Signal, and Strength — before
TL;DR SummaryMost Americans have no estate plan — and the consequences are real. Probate costs 4–7% of an estate’s value, takes up to two years, and becomes public record. An estate planning attorney is not just for the wealthy; it is essential whenever you marry, divorce, have children, acquire property,
TL;DR SummaryThe Net Investment Income Tax (NIIT) is a 3.8% federal surtax applied to investment income — including dividends, capital gains, and rental income — for taxpayers whose Modified Adjusted Gross Income (MAGI) exceeds $200,000 (single) or $250,000 (married filing jointly). Enacted in 2013, the tax now affects 7.3 million
TL;DR SummaryThe One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, permanently raised the federal estate tax exemption to $15 million per individual ($30 million per married couple) effective January 1, 2026. The feared ‘sunset cliff’ that would have halved exemptions is gone. For high-net-worth families, the planning priority
TL;DR SummaryThe One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, permanently raised the federal estate and gift tax exemption to $15 million per individual ($30 million per married couple) effective January 1, 2026. For high-net-worth families, the scramble to beat an arbitrary sunset deadline is over — but
TL;DR SummaryAn executor — the person or organization you name in your will to manage your estate after you die — carries out one of the most consequential roles in any wealth transfer plan. The typical estate takes 16 months and 570 hours of work to settle (EstateExec). Yet as
At 1:00 pm yesterday, the picture was clear. Then it wasn’t. Here’s what that moment reveals about how we invest. At 1:00 pm yesterday, the picture was clear: oil was up, energy stocks were making new highs, and the broader market was selling off. The trade war was escalating, sentiment