News and Updates

I recently heard from a neurosurgeon with roughly nine to ten million dollars spread across investments, retirement accounts, and ownership in a medical practice. As earning power has increased, so […]

When portfolios get large and spread across multiple accounts, custodians, and reinvestment systems, tax loss harvesting becomes more complicated than most investors expect. One of the most common questions I […]

One of the most common questions we hear around charitable giving is not how much someone can afford to give, but where the money should actually go. Often this conversation […]

Questions about solar investments usually start with taxes. Investors hear about large write-offs, accelerated depreciation, and credits that can offset other income, and it sounds compelling. But whenever an investment […]

Questions around 529 plans have shifted recently. It is no longer just about how much college will cost. More parents are asking whether traditional education will look the same at […]