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Big Beautiful Bill Overview
PRO BUSINES & INVESTORS SALT Deductions Increased from 10k-40k phasing out for individuals making 250k or more Estate Exemption...
Single Stock Exposure—How Much is Too Much?
With the equity markets continuing to rise, we are seeing more and more individual names soar quicker than ever. This is causing net...
Equity Compensation – How does it Affect your Wealth Strategy?
Whether you are c-suite executive or high performing employee working in tech, finance, media or healthcare chances are a portion of your...
Market Note
Dear Investors & Friends,The summer was fiery for sure, giving us a bit of everything from tech enthusiasm, Fed speeches that pushed...
Bye Bye and Buy Bonds
“Bye Bye and Buy Bonds” was a sign often used by Bob Hope during World War II. It was a promotion to buy U.S. Savings bonds to help fund...
Legacy and the Elves
It’s that time again! The holidays …. The most wonderful time of the year. A time for holiday parties, family gatherings, gift giving, and...
Magnificent Munis
The fixed income market is in transition as we are on the eve of the Federal Open Market Committee’s (FOMC) September meeting where it is...
Covering Your Bases
Ahhh, spring! A time when the world seems to start anew. Trees are budding, flowers are blooming, animals are building little nests for...
Rates Rise, Values Fall – Where are we now?
Following the 2022 market, when nothing seemed to work and equities and fixed income moved in the same direction – DOWN - I read with...