How a Rules-Based Investment Process Works in 2026
TL;DR Summary A rules-based investment process replaces gut-feeling decisions with quantitative data and systematic scoring. Every morning, our team reviews […]
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When to Hire an Estate Planning Attorney in 2026
TL;DR SummaryMost Americans have no estate plan — and the consequences are real. Probate costs 4–7% of an estate’s value,
Net Investment Income Tax 2026: Who Owes It and How Much
TL;DR SummaryThe Net Investment Income Tax (NIIT) is a 3.8% federal surtax applied to investment income — including dividends, capital
Estate Tax Planning 2026: What HNW Families Must Know
TL;DR SummaryThe One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, permanently raised the federal estate tax exemption to
Estate Planning for High-Net-Worth Families (2026)
TL;DR SummaryThe One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, permanently raised the federal estate and gift tax
How to Choose an Executor for Your Will in 2026
TL;DR SummaryAn executor — the person or organization you name in your will to manage your estate after you die
Nobody Saw That Coming
At 1:00 pm yesterday, the picture was clear. Then it wasn’t. Here’s what that moment reveals about how we invest.
Your Portfolio Needs Layers — Just Like Your Winter Wardrobe
If you’ve spent any time in the Midwest in February or March, you know the drill: gorgeous and sunny one
Rolling With The Punches: Navigating the LEAD 3 Shift
“You have to starve the doubt and feed the faith.” — Marvelous Marvin Hagler The Fighter Who Never Stopped Adjusting
Three Things You Need to Understand About Right Now
The markets are wild. I covered a lot in the video, but here’s what actually matters for your portfolio. 1.