Insights and resources to support your family – today, tomorrow and for generations to come.
Tech Weakness and Inflation Test Markets
Author: Davis Finke, CFA This week's economic headlines were dominated by the release of the September consumer price index (CPI), one of the primary measures used to gauge inflation. Headline CPI rose 0.6% for the month and 3.7% year-over-year, with the monthly...
Exit Planning for Business Owners
Author: Meg Bergner, JD, CFP® Exiting a privately held business is more than a financial transaction; it’s a life-changing milestone. Yet...
Market Commentary: Another Banner Year
Author: Davis Finke, CFA U.S. equities demonstrated resilience into year-end, with the S&P 500 closing 2025 at a 16.39% total return,...
The One Big Beautiful Bill Act Creates Planning Opportunities for Families
As 2026 approaches, the One Big Beautiful Bill Act (OBBBA) keeps many familiar Tax Cuts and Jobs Act (TCJA)-era rules in place—but it also...
Helping the Next Generation Build Wealth with a Roth IRA
Author: Davis Finke, CFA One of the most powerful retirement tools — yet often underutilized — is the Roth IRA, especially for younger...
Market Commetary
Davis Finke, CFA The Federal Reserve cut interest rates in September for the first time since December 2024, lowering the federal funds...
Charitable Giving in Light of the OBBBA
Author: Meg Bergner, JD, CFP® The passage of the One Big Beautiful Bill Act (OBBBA) brings several key updates that may impact your...
Getting Salty in Margaritaville: The Legal Battle Between Jimmy Buffett’s Widow and Trustee
Author: Tiffany Wingo, JD When Jimmy Buffett passed in 2023, he left behind a $275 million estate consisting of $34.5 million of real...
Final Wishes: End of Life & Memorial Planning
End-of-life planning is among the most personal and emotional tasks an individual may undertake. It often involves decisions that touch on...
Mental Health and Aging: How Apps Can Help
As the global population continues to age, mental health in older adults has become an increasingly important public health issue....
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