Thinking about moving to a lower-tax state or splitting time between homes? Relocating can open new opportunities, but it can also trigger unexpected audits, taxes, and legal hassles. Here are five common traps to avoid (and how we can help you plan ahead). 1. Your...

As the year winds down, it’s natural to reflect on what truly matters, and for many, that includes giving back.   Whether your goal is to support causes close to your heart or make a lasting difference in your community, year-end philanthropy is an opportune time...

Have you ever driven down the street with the parking brake on? With all the new technology in cars these days, this is harder to do now, but when I learned to drive in my 1995 Eagle Talon, it was easy to forget that hand brake. Next thing you know, your foot is on...

The first government shutdown occurred in May of 1980. Including that instance, the government has shut down 10 other times in the last 45 years, with the current shutdown being number 11. Examining history and data, the equity markets are largely unaffected by...

A famous first lady once said: "There are only four kinds of people in the world: those who have been caregivers; those who are currently caregivers; those who will be caregivers; and those who will need a caregiver." With people living longer, the question...

Market Update "Life is like a box of chocolates, you never know what you're gonna get." The wise advice from the 1994 blockbuster hit Forrest Gump has become a hallmark for accepting the unexpected. But maybe unbeknownst to Forrest, when you buy a box of chocolates...

We all grew up with the story of the Three Little Pigs. The first two focused on speed and ease, building homes from straw and sticks, only to discover they had no way to defend themselves from the Big Bad Wolf. The third pig took the time to build his home with...

MARKET UPDATE The Intertropical Convergence Zone of the oceans is located between 5 degrees north and 5 degrees south. Here, the northeast and southeast trade winds converge, resulting in very calm and light surface winds. Due to the becalming of ships, sailors dubbed...

From online banking and cryptocurrency to social media profiles and cloud-stored photos, digital assets are an undeniable part of our lives. But have you considered what happens to your virtual wealth when you're no longer here? Just like your physical property, your...

MARKET UPDATE So much for the lazy days of summer. With two quiet weeks on the economic data front, markets have quietly (but confidently) moved to new highs with a backdrop of stable and improving economic conditions and a strong start to Q2 earnings season, as shown...

We are always keeping our eye on rules and regulations that could impact you and your family. The latest, President Trump’s “One Big Beautiful Bill,” which was signed into law on July 4, represents a significant shift in U.S. fiscal policy. Understanding its...

Most people understand they need an estate plan, yet only 53% of survey respondents have one.1 If we know how necessary estate planning is, then why have we procrastinated for so long? We’ve heard it all over the years… “I don’t have kids, why do I need an estate...

In his 1734 poem “An Essay on Man”, Alexander Pope coined the phrase "Hope springs eternal in the human breast," which, over the centuries, has been whittled down to the now popular idiom "Hope springs eternal." The phrase suggests that optimism and the belief in a...

For those of you who joined us live, thank you so much for attending Beyond the Headlines: Understanding Today’s Economic Landscape on May 13. We appreciate your time and hope you found the content valuable. If you missed the session or want to revisit any of the key...