Insights

January 1, 2026

Market Review - 2025 Annual Review

2025 Capital Market Performance

January 1, 2026

Market Review - 4th Quarter 2025

Q4 2025 Performance and Timeline of Events

December 4, 2025

Unpacking 2025 Market Returns

2025 has provided an excellent lesson in avoiding the temptation to predict from where market returns will come.

November 17, 2025

2026 Retirement Contributions and Phaseouts are Here

2025 is ending, but it’s time to start thinking about planning for 2026.

November 11, 2025

OBBBA Notice #5 – Schedule A Adjustments for High Income Earners

Those in the 37% income tax bracket and itemizing deductions face more adjustments in 2026.

November 5, 2025

OBBBA Notice #4 – Tis (Almost) The Season, and The Gifting Grinch is Coming in 2026

Charitably minded taxpayers that itemized deductions may want to accelerate gifts in 2025.