Jan 16, 2026 | Estate Planning, Financial Planning, Retirement Income Planning, Tax Planning
As former Senator Max Baucus once observed, “tax complexity itself is a kind of tax.” While this is the case every year, this is especially true in 2026 as many significant tax policy changes create new tax and financial planning opportunities. From new...
Jan 2, 2026 | Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management, Tax Planning
2025 was a historically strong year for markets despite the many events that took place along the way. The past year delivered no shortage of headlines including April’s tariff announcements, ongoing developments in artificial intelligence stocks, the passage of...
Dec 4, 2025 | Business Owner Planning, Estate Planning, Financial Planning, Tax Planning
As 2025 draws to a close, investors face important decisions that could impact their tax situations and long-term financial plans. While financial planning is a year-round activity, many calendar deadlines for tax-related activities fall on December 31. For this...
Oct 3, 2025 | Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management, Tax Planning
Investors experience market swings as a normal part of investing, and this year has been no exception. While market declines – such as the tariff-driven sell-off – can be uncomfortable, they also create opportunities to invest at more attractive...
Sep 9, 2025 | Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Tax Planning
The stock market climbed to new all-time highs in August, while bonds also contributed positively to portfolios. This occurred despite continued uncertainty around tariffs, Fed independence, and technology stocks. The month began with U.S. tariffs going into effect...
Jul 9, 2025 | Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Tax Planning
After months of negotiations, a new tax and spending bill was approved by Congress and signed into law by President Trump on July 4. This new budget is far-reaching, including making many parts of the Tax Cuts and Jobs Act permanent, raising state and local tax...
