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
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
How to Quickly Catalog and Value a Coin Collection
I know from speaking with our clients, some have collected or inherited large coin collections of various types of currencies over the years and have found difficulty knowing how to catalog it all, as well as how to value their coin collection.
Read More
Having Trouble with Insurance Renewal Since the LA Fires?
California residents affected by the devasting wildfires, especially in Los Angles are experiencing emotional heartbreak. Our hearts go out to you. Many have lost not only their homes but also a lifetime of memories. But what is causing this crisis, and what can you do to protect yourself from not being about to renew insurance after the LA wildfires?
Read More
How the 2025 IRS Super Catch Up Rule can help you Super Save
The 2025 IRS Super Catch Up Rule is about to make it easier for some workers to save more for retirement—and the timing couldn’t be better.
Read More
The IRS is coming for your cash app
Venmo, Zelle, PayPal… all the new ways society is getting used to sending, receiving, and requesting cash without ever needing a physical wallet. However, as we start to track more finances on our smartphones, the IRS is using the data to better enforce the tax code. Here is what consumers need to know about changes in the IRS tracking of cash transactions.
Read More
Reporting crypto on taxes: big changes for 2025
The IRS has your Bitcoin on their radar - get prepared before the grace period ends on December 31st! There are some big changes on the brink when it comes to how you report Bitcoin on your taxes. This blog presents a summary of what you need to know about changes in Bitcoin (and other digital asset) income tax reporting for 2025.
Read More
Inflation and Investing: what happens when the two shall meet?
Coming out of 2021-2022’s historical high inflation, investors are concerned about inflation and its long-term impact. Here are a few common questions from our clients.
Read More
California’s Latest Stealth Tax: What You Need to Know
Understanding how the change to the CA SDI wage cap works will help you prepare for a possible reduction to your take-home pay. This is also an opportunity to consider the risk of injury and how a longer-term disability would affect your financial goals.
Read More
Should we get rid of pennies?
Apologies in advance to anyone who previously has allowed me to soapbox on how annoying the penny is and how each new president’s first executive order should be removing pennies from circulation
Read More
How to be More Efficient in Making Quarterly Tax Payments
With tax season upon us, many individuals and small business owners will soon be filing their taxes for the 2023 income year. Some will find, perhaps unexpectedly, that they are required to make 2024 quarterly tax payments due to not having enough withheld the prior year via an automatic withholding mechanism (paycheck withholding) or from their other sources of income including 1099 income, business income, retirement account withdrawals, etc.
Read More
How to cope with Election Angst
Presidential elections have a way of creating angst and anxiety. This happens every four years and we always have many conversations with clients of all political persuasions about what, if anything, they should change in their portfolios due to the upcoming election.
Read More
