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Cracking the SALT Code: What High Earners Need to Know Before 2026

The federal deduction for state and local taxes (SALT) has been a hot topic since 2017, especially for residents in ...

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Inflation Is Cooling—But the Cost of Living Remains Elevated: What High-Net-Worth Investors Should Know

Inflation has finally begun to ease. The latest data shows the U.S. inflation rate sitting at 2.3%—the lowest in years. ...

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Enduring Principles for Lasting Wealth: A Caution Against Market Myths

We have heard whispers lately – or even outright pronouncements – that “this time is different.” Perhaps it’s due to ...

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High-Tech, High Risk: How AI Investing Can Mislead Even Seasoned Investors

The democratization of artificial intelligence is rapidly changing many aspects of our lives, and the world of investing is no ...

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Navigating Market Turbulence: 4 Opportunities Amidst Uncertainty

Recent weeks have seen the market grappling with concerns surrounding tariffs, economic growth, and inflation, leaving investors searching for any ...

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$36 Trillion and Counting: The Debt Crisis America Can’t Ignore

As of March 2025, U.S. government debt and fiscal policy remain a critical and hotly debated issue, casting a shadow ...

Is Your Portfolio Too Focused on U.S. Stocks? Time to Diversify!

Domestic markets have outperformed international markets since the 2008 financial crisis. However, since the start of 2025, domestic markets have ...

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Social Security Update: Faster Benefit Increases for WEP & GPO Beneficiaries

Social Security has begun to send out retroactive payments and benefit increases to those whose benefits have been affected by ...

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Grand Rapids Luxury Living: A Thriving Market for High-Net-Worth Individuals

Grand Rapids has solidified its position as a thriving destination for high-net-worth individuals seeking a sophisticated lifestyle and lucrative investment ...

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3 Powerful Benefits of Donor-Advised Funds for Charitable Giving

Donor-advised funds (DAFs) have become increasingly popular charitable giving vehicles, offering a blend of immediate tax benefits and long-term philanthropic ...