Au Revoir: Why the Old Inflation Environment May Be Gone for Good
Inflation has cooled from its 2022 peak, but prices have not reset, rates remain meaningfully higher, and investors may need to adjust to a different environment than the one that followed the global financial crisis.
In our latest piece, Associate Portfolio Manager Connor MacKenzie looks at why higher prices may remain a recurring pressure, how those pressures affect consumers and businesses, and why preserving purchasing power starts with making sure every dollar has a purpose.
Image Source: Reginald Thomas II/ San Antonio Spurs
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Turning Today’s Taxes into Tomorrow’s Tax-Free Growth
When we’re looking at planning strategies that can have a meaningful impact over time, tax management is one of the most valuable areas to focus on. With so much in life that we can’t control, taxes are one of the few variables where thoughtful planning can make a real difference.
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Financial Planning and the Search for Comfort
Today, when I talk with people about money and their goals, they often say they just want to “live comfortably.” I find myself saying the same thing. Over time, I’ve learned that while the phrase sounds simple, it’s deeply personal. It almost never means the same thing from one person to the next, and it rarely has as much to do with numbers as people expect.
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A Thank You from 2025, 2026, and Beyond!
Here we are… winding down the very last hours of 2025, marking the end of the first quarter of the 21st century. Soon, we will find ourselves chronologically closer to the unknown experiences of the 2050s than to the Y2K panic, the hanging chads in Florida, and heated debates of Team Britney (Spears) vs. Team Christina (Aguilera)… well maybe the last one carries on.
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Time in the Market vs. Timing the Market
It’s a natural impulse, especially when markets appear like they are about to collapse due to being bloated and overexpensive, and headlines reinforce the idea that a correction is overdue. But history shows that periods of discomfort are often when discipline matters the most.
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How Irrevocable Life Insurance Trusts Work
Irrevocable Life Insurance Trusts are really not complicated, despite how they may appear. In this blog, we’ll discuss what you need to know about them, in simple terms.
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High Income Individual? What you need to know about the One Big Beautiful Bill
On July 4th, 2025, President Trump signed into law the One Big Beautiful Bill Act (OBBBA), which was subsequently approved by Congress. This bill has many implications. In this blog we will discuss what it means for individuals of high net worth and people in the higher tax brackets.
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Digital Assets Estate Planning – What You’re Probably Missing
Despite their growing importance, digital assets are often ignored when it comes to estate planning. For those that inherit or try to administer estates today, they could be facing a crisis trying to unlock the immense possible value of what gets left behind. This blog will teach readers what they need to learn about digital asset estate planning.
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Recession Survival Guide
If you're prepared, diversified, and focused on the long game, you'll not only survive a recession—you might even thrive.
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What happens if I make too much to contribute to my Roth IRA?
What happens when you earn too much to make a Roth contribution? Are high-income earners bound to miss? While that may have been an intention when creating these income limits, there are still a few ways to work around these restrictions, namely the Backdoor Roth IRA strategy.
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