Social Security Claims at 62 vs. 67 vs. 70: What High-Net-Worth Retirees Should Consider
Deciding when to claim Social Security is one of the most important retirement decisions you’ll make. Utilizing these benefits can begin as early as age 62, but claiming before full retirement age reduces your monthly benefit. For individuals born in 1960
Quarterly Outlook: The Fed Turns Hawkish as Growth Cools
Main Takeaway The U.S. economy rebounded from a slow fourth quarter, expanding at a 2.1% annualized rate1 in Q1. Consumer spending remained resilient despite declining consumer confidence. Meanwhile, tensions in the Middle East continue to pressure energy prices and add to market uncertainty.
Charitable Bequests: Practical Advice for Tax-Efficient Giving
Charitable bequests are one of the most tax-efficient ways to leave a legacy. By designating a charity as a beneficiary of your IRA or estate, you can maximize the impact of your giving and potentially reduce your heirs’ tax burden. However,
Identity Theft Prevention: 10 Tips to Protect Your Wealth
Identity theft prevention is a crucial component of comprehensive wealth management. Ideally, you and your advisor take a proactive approach to safeguarding your financial assets from fraud or theft. To protect yourself from identity theft, you should secure your digital footprint, monitor your accounts regularly, and understand
What the Return of the IPO Means for Investors
Initial public offerings are gaining momentum in 2026 with several high-profile companies preparing to go public. We take a deeper look at what this could mean for you. After several lean years, 2026 is shaping up to be one of the
How You May Benefit from Integrated Wealth-Management and Tax-Return Preparation Services
Tax-return preparation is becoming a core component of modern wealth management. In recent years, clients have benefited dramatically as their financial advisors have adopted increasingly “holistic” approaches to wealth management. In addition to foundational portfolio-management services, many of the industry’s most
Business Succession Planning Checklist: 9 Steps for a Successful Ownership Transition
Succession planning is not a retirement task. It is a strategic business decision that affects valuation, continuity, family harmony, and long-term wealth preservation. Yet many successful business owners delay it because the questions can get complex. Who takes over? What is the
Q2 2026 Quarterly Outlook
Markets are facing rising geopolitical tensions and policy uncertainty that are clouding the growth outlook—despite signs of underlying economic resilience. Our Quarterly Outlook explores the risks, sources of stability, and key areas to watch as we enter into the second
What Is Capital Gains Tax? 2026 Rates Explained
As tax season wraps up, many investors may be reviewing what drove their tax bill last year. For many, capital gains taxes could have played a significant role. If your tax professional didn’t walk you through how capital gains tax works or proactively
