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Why Tax Planning Doesn’t Start in April

Why Tax Planning Doesn’t Start in April And Why High Earners Should Think Year-Round

Most people associate tax season with April, specifically April 15! But if you’re a high earner or managing a complex ...

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Health insurance enrollment form with a stethoscope resting on top, symbolizing healthcare coverage, medical planning, and insurance decisions.

The Coming Healthcare Cost Shock: How to Budget for the End of Enhanced ACA Subsidies

Premiums Are Set to Soar in 2026 The numbers are stark. Industry projections suggest that gross insurance premiums may rise ...

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Smiling older couple sitting on a couch, leaning their foreheads together while looking at a tablet, conveying comfort, connection, and confidence in their retirement planning.

Healthcare, Longevity & Retirement Budgeting: Planning for a Longer Life

Americans are living longer than ever, and that’s good news—but it also changes the way we need to plan for ...

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Elder Care - An older woman sits comfortably on a sofa, holding a smartphone and interacting with an AI eldercare companion app. She appears calm and engaged, using the technology in a relaxed home setting with soft natural light filtering through curtains in the background.

Holistic Support Beyond the Spreadsheet: How AI is Changing Elder Care and Your Financial Plan

For a wealth manager, the story of Dan Hungerford and Everfriends.ai offers a powerful insight into the intersection of technology, ...

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A close-up of a house-shaped wooden keychain attached to a silver key, resting on a white surface with blurred miniature house figures in the background.

Housing & Real Estate Dislocation: Discover Opportunity in a Shifting Market

After years of historic growth, the housing market is entering a new phase. Rising interest rates, persistent supply shortages, and ...

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A wall outlet with several plug adapters stacked together and too many cords connected, creating a hazardous and overloaded electrical setup.

The Multihoming Myth: Why Splitting Your Wealth Can Cost More Than It’s Worth

In an era of flexibility and choice, even wealth management clients are rethinking what loyalty means. Today’s high-net-worth investors—especially heirs ...

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3rd Quarter 2025 Commentary

Market Performance Overview The stock market continued its rally in the third quarter, with global stocks returning 8%. Since the ...

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The Private Equity Exit Playbook Managing New Wealth With Intention

The Private Equity Exit Playbook: Managing New Wealth With Intention

This article was created in collaboration with Joseph Robb of Torrey & Gray Recruiters   A first private equity (PE) ...

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Group of employees in hard hats and protective gear smiling at an industrial worksite, representing employee ownership through an ESOP.

ESOPs: What Every Business Owner Needs to Know

This is a guest article from Charles Kroll of Pilot Hill Advisors, an expert on Employee Stock Ownership Plans (ESOPs) ...

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The Hidden Costs of Managing Your Own Money

The Hidden Costs of Managing Your Own Money

Think managing your own investments saves money? In 2025, the biggest costs aren’t the fees you avoid—they’re the ones you ...
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Trump Accounts

Trump Accounts: Everything Parents Need to Know About This New Savings Vehicle

Everything Parents Need to Know About This New Savings Vehicle Parents and caregivers have a new tool for building their ...

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Small ceramic house behind three stacks of coins increasing in height, symbolizing home equity growth and financial planning. Unlocking Home Equity

Unlocking the Wealth-Building Power Hidden in Your Mortgage

This is a guest article from Greg Clausen of Fairway Home Mortgage, an expert on unlocking home equity. For many, ...

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Quarterly Commentary Archives