Insights

October 6, 2025

Market Review - 3rd Quarter 2025

Q3 2025 Performance and Timeline of Events

September 11, 2025

OBBBA Notice #3 – The SALT Deduction

The new tax law changes how many will itemize deductions for state and local taxes (SALT).

September 5, 2025

The “Alts” are Everywhere!

If I only had a nickel for each alternative investment solicitor phone call I get, I’d be rich!

August 6, 2025

OBBBA Notice #2 – Taxation of Social Security Income

The new deductions do not, I repeat, do not directly offset Social Security income (SSI).

July 24, 2025

Unpacking the OBBBA – Changes to Standard Deductions

You’ll want to know about these changes, especially those impacting 2025 tax planning.

July 17, 2025

Why “Own Occupation” Disability Insurance Is Non-Negotiable for Physicians

A large portion of our client base is made up of physicians, and we love that! Doctors have many of the same planning needs that most of our non-physician clients have, from estate planning, to budgeting, retirement planning, and more.