Contrary to popular belief, taxes aren’t just a chore for the early spring. Rather, tax planning and preparation is a four-season affair.  In fact, some of the most impactful tax planning should be implemented ahead

Today’s video is about investor behavior, and how it’s changed over the past 10 to 20 years. Now, this change in behavior could have real implications for both how efficient markets are, and for the

The U.S. job market has cooled notably, with job gains slowing and consumer sentiment weakening, prompting the Federal Reserve to cut interest rates. Still, economic growth and consumer spending remain resilient, supporting a 3.8% annualized

The economy is showing two different sides right now. On the one hand, job growth is starting to slow pretty sharply. On the other hand, economic growth remains quite strong. Today’s video will dive into

Market efficiency tells us that prices, at any given time, reflect the collective judgment of millions of investors. It is a comforting idea, but it also means that when the largest companies dominate market returns,

The season of giving is almost here, and now is the perfect time to revisit your charitable plans with your financial advisor. Thoughtful planning can help you maximize both the impact of your gifts and

Creative destruction is supposed to topple giants. New ideas come along, old leaders fade, but this cycle feels different. The largest U.S. platforms haven’t blocked innovation. They’ve organized it, they’ve monetized it, and they’ve scaled

The U.S. government looks set to shut down tonight, as policymakers are unable to come to an agreement on funding. This would be the 22nd shutdown since 1976. While some have lasted as short as

Financial advisors regularly see this question come up from individuals and couples who are focused on multigenerational planning: What’s the difference between estate and gift taxes, and how do I make sure Uncle Sam doesn’t