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.
The Role of the OCIO in Multi-Generational Wealth Planning
Multi-generational wealth brings competing priorities, governance gaps, and education challenges. An OCIO provides the unified strategy, institutional rigor, and objective oversight families need to preserve wealth and purpose across generations.
How Rising Interest Rates Are Reshaping Strategic Asset Allocation
Higher-for-longer interest rates are forcing a fundamental rethink of asset allocation — favoring shorter duration bonds, quality equities, and private credit while demanding more rigorous liquidity planning and stress testing across the portfolio.
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.
Multi-generational wealth brings competing priorities, governance gaps, and education challenges. An OCIO provides the unified strategy, institutional rigor, and objective oversight families need to preserve wealth and purpose across generations.
Higher-for-longer interest rates are forcing a fundamental rethink of asset allocation — favoring shorter duration bonds, quality equities, and private credit while demanding more rigorous liquidity planning and stress testing across the portfolio.
