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Navigating Charitable Giving: A Comparative Guide
Curious about what the charitable giving landscape looks like today? Due to a new tax law that took effect in 2026, donors now face a refreshed framework for structuring and deducting their contributions. Whether you’re a seasoned philanthropist or a first-time donor, there are a range of opportunities for donors...
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Donor Advised Funds
Each year, we highlight the benefits of Donor Advised Funds (DAFs) to help our clients maximize their charitable giving. With the One Big Beautiful Bill Act (OBBBA) now in effect, it’s more important than ever to revisit DAF strategies and understand how they fit into today’s tax landscape.
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2026 Market Outlook: The Fed, Interest Rates, AI, and More
What’s Up, Fed? As we look forward to a new year, it’s worth reflecting on the rather remarkable one we’ve just experienced. The global stock market (as measured by the MSCI All Country World Index) is on track to deliver double-digit returns. The global bond market (as measured by the...
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Investor Brief: It’s Giving…Gratitude
With Thanksgiving already upon us and a new year just around the corner, it’s the perfect time to pause and appreciate what we have. This is particularly important for investors, since it’s so much easier to focus on what could go wrong rather than what has gone right. With markets...
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The Empty Nest Shift
There’s a moment in every parent’s life when the house starts to feel quieter. The routines that once revolved around carpools, snack schedules, and weekend chaos begin to fade. And while this transition brings new freedoms, it also stirs up a mix of emotions—excitement, uncertainty, and even a touch of...
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