The Liquidity Illusion
Investors systematically overvalue liquidity in their portfolios. A more honest accounting of actual liquidity needs reveals how much return is being sacrificed for access to capital that will never be used in the near term.
Washington Watch: Making Sense of the 2025 Government Shutdown
A plain-language breakdown of the fiscal standoff, its investment implications, and what business owners and investors should actually be watching during periods of policy uncertainty.
New Rules for 529 Accounts: More Than Just College Savings
Recent legislative changes have meaningfully expanded what 529 accounts can do. Here is what the updated rules mean for families thinking about long-term education funding and wealth transfer planning.
What Individual Investors Should Know About the One Big Beautiful Bill Act (OBBBA)
The One Big Beautiful Bill Act (signed July 4, 2025) makes 2017 tax cuts permanent, raises the standard deduction, expands the SALT cap to $40,000, and introduces new deductions for tips, overtime, and auto loans, plus retirement and estate planning benefits.
Investors systematically overvalue liquidity in their portfolios. A more honest accounting of actual liquidity needs reveals how much return is being sacrificed for access to capital that will never be used in the near term.
A plain-language breakdown of the fiscal standoff, its investment implications, and what business owners and investors should actually be watching during periods of policy uncertainty.
Recent legislative changes have meaningfully expanded what 529 accounts can do. Here is what the updated rules mean for families thinking about long-term education funding and wealth transfer planning.
The One Big Beautiful Bill Act (signed July 4, 2025) makes 2017 tax cuts permanent, raises the standard deduction, expands the SALT cap to $40,000, and introduces new deductions for tips, overtime, and auto loans, plus retirement and estate planning benefits.
