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
If you’ve spent any time in the Midwest in February or March, you know the drill: gorgeous and sunny one afternoon, then sleet and single digits by the next morning. You never quite know what you’re walking into, so you dress in layers and stay ready to adapt. Right now,