Informed Decisions Drive Better Outcomes

An Overview of Tax Changes in 2024

As it does annually, the Internal Revenue Service (IRS) announced 2024 updates, including adjusting figures for inflation.

Replay: Webinar with Tony Coniaris of Oakmark Funds

We find it fascinating to hear Tony describe how much process, consideration, and analysis goes into building Oakmark portfolios. We encourage everyone who...

Taxes On Inherited Property In California

Understanding inheritance laws and taxes in California is crucial for anyone who finds themselves as a beneficiary of a property. However, these regulations and rates can get complicated quickly.

Perspectives for Investors on the War in Ukraine

The Ukraine invasion demonstrates that the world can turn ugly – dramatically and unexpectedly. Diversification is the best protection against what is...

The Ins and Outs of Roth Conversions – a Powerful Planning Tool

For most Americans, fall means football season. For financial planners, fall means Roth conversion season. There may be no financial planning strategy that...

Planning for Restricted Stocks & RSUs

Understand how your stock grants work and be confident that you’re maximizing the value of your equity compensation.

Estate Planning for Corporate Executives

The corporate world can be a turbulent one filled with heavy responsibilities, difficult choices, and potential pitfalls. One such responsibility, often overlooked in the rush of your executive...

What Makes a Good Private Equity Investment?

Private equity offers an attractive avenue for individual investors looking to broaden their investment portfolio and access the promise of private sectors. However, private equity is not a...

The SAVE Plan: A Student Loan Solution

For years, student loans have been burdened by uncertainty. For the millions of Americans who will start repaying their loans this month, the SAVE plan may...

Quitting Your Career May Be More Practical Than You Think

If you’re a stressed-out professional, you may dream of quitting but stop short of doing it because you don’t know if you can afford to. Here are points...

Q3 2023 Commentary – T-Bill and Chill?

The S&P 500 is up 12% this year, cash is paying 5%, and inflation has retreated under 4%. Investors must be feeling pretty good, right?

Q3 2023 Commentary – Summer is Over

This summer felt like a return to normal, a respite from years of nonstop abnormality.