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Friday, April 17, 2026

Over the past decade, private credit lenders didn’t just grow; they became the de facto lenders to many middle-market businesses in America. The transition created genuine value for borrowers and attractive income for investors. That...

Monday, March 16, 2026

We’re living in one of the most unusual market environments in decades. Valuations are elevated, AI is reshaping everything, the Fed has been accommodating, and geopolitical tensions are rising fast!

Tuesday, February 24, 2026

Are you overpaying in taxes? This article outlines key 2026 tax brackets, contribution limits, and smart tax planning strategies to help improve tax efficiency, reduce your tax burden, and keep more of your money working toward your financi

Monday, January 19, 2026

Over the next two decades, an estimated $84 trillion in wealth will move from Baby Boomers and Generation X to their heirs and charities. Of that amount, more than $72 trillion will go directly to beneficiaries.

Friday, January 16, 2026

From a financial planning perspective, caregiving is more than an emotional commitment—it is a life transition that can significantly alter income, benefits, retirement timing, and long-term financial security.

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Friday, December 19, 2025

As the holidays approach and the year winds down, the flurry of festivities and to-do lists can easily take center stage. But amid the seasonal rush, it is important to focus on key year-end financial planning opportunities.

Wednesday, December 17, 2025

Life insurance is often viewed narrowly, both by those seeking retirement planning services and those providing personal financial planning advice, primarily as a tool for replacing income after a premature death.

Tuesday, November 25, 2025

For people with significant wealth, medical expense planning is not just about covering costs. It’s about preserving capital, maintaining liquidity, and ensuring healthcare needs are met without disrupting investment strategies.

Monday, November 3, 2025

In today’s volatile market, many investors are left asking: What should I be doing right now? Whether it is rebalancing, buying, selling, or simply staying the course, uncertainty is prompting a growing sense of urgency to take action. 

Sunday, October 26, 2025

For many affluent families, the question is not whether they can afford college, but how to fund it most effectively in a way that complements long term wealth planning, tax strategy and legacy goals.

Wednesday, October 8, 2025

Saving for retirement is one of the best ways to build long-term financial security. Making the most of your contributions each year can have a big, compounding impact down the road.

Wednesday, September 24, 2025

For high-net-worth individuals, having an effective life insurance plan is crucial not only for protecting your legacy but also for leveraging financial opportunities.

Friday, September 5, 2025

The skyrocketing cost of college education has become a growing concern for students and families across the U.S. As tuition continues to rise, it is crucial to adopt a proactive approach to prepare for this financial challenge.

Saturday, August 16, 2025

Preparing your child for college is an exciting but often hectic time. Between the college applications, housing forms, class registrations and meal plans, there is a lot to manage.

Sunday, August 10, 2025

The rise of social media and advancing technology have contributed to an increase in scams targeting all demographics. Protecting your identity, financial well-being and privacy is of utmost importance in the face of these threats.

Saturday, August 9, 2025

Congress has passed the sweeping One Big Beautiful Bill Act of 2025, a nearly 900-page budget reconciliation and tax reform package now awaiting President Trump’s signature.

Friday, July 18, 2025

For many, retirement is a time to enjoy the fruits of one's labor and pursue long-held dreams. However, it is crucial to be prepared for the financial challenges that may arise, particularly concerning healthcare expenses.

Monday, June 30, 2025

Here are ten common pitfalls that, we believe, if avoided, will serve you and your balance sheet well.

Sunday, June 15, 2025

Ultra-High-Net-Worth (UHNW) families are commonly designated as those having $30 million or more in liquid assets. Families in this situation often find themselves asking, “When should we start thinking about creating a Family Office?” 

Tuesday, June 3, 2025

In January 2024, a disturbing incident shook the financial world as a bank employee fell victim to deepfake technology, resulting in a fraudulent payout of $25 million. This deception underscores the growing threat posed by AI-driven fraud.

Sunday, May 18, 2025

Of the many challenges facing retirees, establishing an investment portfolio that yields enough income you won’t outlive is paramount. Retirees are living longer today according to the United States Social Security Administration.

Monday, May 5, 2025

ESOs can be a useful tool to attract, retain, and motivate employees by aligning employee compensation with company growth. Familiarizing yourself with the basic concepts and terminology associated with ESOs is a good starting point.

Saturday, April 12, 2025

In an ever-improving retirement plan industry, guided by both regulatory and recordkeeper evolution, plan participants are now able to contribute up to $69,0001 in a 401(k) or 403(b) plan within a calendar year.

Tuesday, April 1, 2025

After 15 years of low interest rate policies, cash is back as a more attractive investment in the new yield environment. However, investors may be rusty on what their options are for cash investments and how to best optimize their earnings.

Sunday, March 16, 2025

According to Charles Schwab, retirement planning is the number one source of financial stress for the majority of Americans. Given the potential for retirement to span 20 or more years, it is extremely important to avoid costly mistakes.

Sunday, February 16, 2025

The recent tariff announcements have sparked conversations about their potential impact on markets and the economy. While policy changes like these can create short-term uncertainty, our investment approach accounts for such risks....

Wednesday, February 12, 2025

The start of the year marks both symbolic and literal new beginnings. President Trump took office on January 20, swiftly issuing a flurry of executive orders that kept investors scrambling to assess their implications. The notable absence..

Tuesday, November 5, 2024

10 Key Considerations for Open Enrollment: Making the Most of Your Benefits By: Mike Pruitt, CPF®, RICP® Open enrollment is a critical time for employees to evaluate and choose the best benefits options for their needs. It’s the one...

Monday, December 19, 2022

You can't read about investment for very long without hearing about inflation. The concept may be difficult to understand, but at its most basic, it comes down to the following: prices rise over time, causing your money to lose some...