Your 2025 Year End Tax Planning Checklist
Proactive year-end tax planning is a critical component of a comprehensive financial strategy, helping you align your actions with your long-term goals.
Using Structured Notes for Enhanced Income, Protection, and Better Planning
We’ve recently started introducing structured notes to some client portfolios, specifically a category known as callable yield notes (basically just a fancy term for income notes).
Credit Concerns and “Cockroaches”
Since 2008, significant lending activity has shifted to “non-depository financial institutions” (NDFIs) such as private credit funds, mortgage companies, insurance companies, online lenders, and more.
The Role of Dividends as the Fed Cuts Rates
While dividends are often seen as boring, especially compared to high-flying stocks that attract investor and media attention, the reality is that the role of dividends in portfolios should not be overlooked.
Retirement Planning: Social Security COLA and Portfolio Positioning
For retirees and those approaching retirement age, there is no goal more important than ensuring their savings will support a long retirement.
Quarterly Webinar: Q4 2025 Market and Economic Themes
Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 4th quarter of 2025.
Are You Holding Too Much Cash?
Of course, there’s always a place for the greenback in investment portfolios, but are you holding too much cash?
Medicare Enrollment: A Simple Guide and Key Info
Navigating Medicare enrollment is a critical step in planning for your future health care. As the federal health insurance program in the United States, Medicare provides essential coverage for millions.
High Net Worth Financial Planning: Strategies for Success
Explore High Net Worth Financial Planning: strategies for success that meet the unique needs of wealthy individuals and families.
WEBINAR: How Does the One Big Beautiful Bill Affect You?
In July, Congress passed what may go down as the most consequential tax legislation in a generation: the One Big Beautiful Bill (OBBB). Don’t let the name fool you. Behind it lies a complex set of tax, estate, education, and retirement changes that demand attention from high-net-worth investors.
Should You Pay Off Your Mortgage Early?
Clients often ask us: “Should I pay off my mortgage early, or put that money to work in the market?”
Quarterly Webinar: Q3 2025 Market and Economic Themes
Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 3rd quarter of 2025.
What the “One Big Beautiful Bill” Means for Investors
This bill matters because, while trade policy has been at the forefront over the past several months, tax and spending policy in Washington has been a growing source of uncertainty for many years.
Social Security Taxes and the “One Big Beautiful Bill”
One part of the One Big Beautiful Bill that did not come into fruition was the elimination of taxes on Social Security benefits.
A Weakening Dollar: Should You Worry?
The dollar has weakened in recent months amid trade and economic uncertainty, declining against a basket of major currencies to its lowest level in three years.
