‘ Grounded in the science of capital markets and evidence-based investing, savvy investors remained focused on the enduring principles of:       •    Broad global diversification to manage risk and capture opportunity       •    Cost containment to enhance net returns       •    Tax minimization to preserve after-tax growth This framework […]

Also known as an Ethical Will, legacy letters are a tradition of imparting your history and values to your loved ones. While traditional estate planning documents like Wills and Trusts focus on the distribution of assets, a legacy letter serves a different purpose altogether—it captures who you are, your values, and […]

On the 250th Birthday of the United States of America, President Trump signed into law the One Big Beautiful Bill Act (OBBBA), a sweeping Federal tax reform package, including numerous provisions affecting individuals, estates, and businesses.   Provision Effective Impact Child & Dependent Care Exclusion 2026 and beyond Expanded to $7,500. SALT Deduction Cap […]

              Along with vacations, slowing life down and enjoying the warmer weather, a good personal finance task to assign yourself this summer is to review your family’s estate planning documents. It may not be as much fun as a day in the sun, but keeping your estate […]

In a world obsessed with the latest stock tips, market forecasts, and financial influencers, ancient Stoic philosophy might seem like an unlikely guide to investment success. Yet for over two millennia, Stoicism has helped individuals navigate uncertainty, fear, and fortune with composure and clarity. The markets, like life, are unpredictable. But […]