Retirement
The New Retirement Math: How to Make Your Money Last 35 Years
Life expectancy is rising. Traditional 4% withdrawal rules may no longer be sufficient. We explore updated frameworks for sustainable retirement income.
Market Outlook
Q2 2025 Capital Markets Outlook: Navigating Rate Uncertainty
With the Federal Reserve holding rates at a 23-year high, investors face a pivotal moment. Our CIO Sandra Ortiz breaks down what it means for equities, fixed income, and alternatives in the months ahead.
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Market Outlook
Retirement
Tax Planning
Estate Planning
Alternatives
Tax Planning
Roth Conversion Windows: Why 2025 May Be Your Best Opportunity
With the TCJA provisions set to expire in 2026, this year presents a narrow window for tax-efficient Roth conversions at current bracket levels.
Alternatives
Private Real Estate in a High-Rate Environment: Risks and Opportunities
Rising cap rates have reset valuations. For patient, long-term investors, select real estate sectors now offer compelling risk-adjusted returns.
Estate Planning
The Looming Estate Tax Sunset: What Every High-Net-Worth Family Needs to Know
The current $13M+ estate tax exemption is set to halve in 2026. Families need to act now with gifting, trust structures, and other strategies.
Market Outlook
Bonds Are Back: Building a Modern Fixed-Income Portfolio in 2025
After years of near-zero yields, fixed income is once again a meaningful source of income and portfolio stability. Here's how we're positioning.
Tax Planning
Exit Planning for Business Owners: Maximizing After-Tax Proceeds
From QSB stock exclusions to installment sales and EOPs, the structure of your exit can make a seven-figure difference in what you keep.