Blog & Market Commentary
Labor Markets and the Future of Work
This is the third installment in our four-part series examining artificial intelligence (AI) through a…
Preparing Your Children For Future Wealth: How and When to Introduce Family Wealth Conversations
The question of when to share financial information with your children is rarely only about…
Technological Revolutions, Fast and Slow
This article is the second installment in our four-part series examining artificial intelligence through a…
From Heirs to Stewards: Building Financial Capability Across Generations
Building Financial Confidence, Capability, and Stewardship Discussing wealth is only the beginning. Preparing the next…
AI Revolutions: Breakthroughs, Hype Cycles, and the Long Arc of Innovation
This is the first of four pieces on artificial intelligence (AI) viewed through a wide-angle…
Why Talking About Wealth With Your Children Feels Difficult
Overcoming Reluctance and Strengthening Family Wealth Communication Many families avoid discussing wealth in an effort…
A Deep Dive: When Will Hyperscalers Get Their Hype Back?
U.S. stocks remain off their highs and despite some relative performance improvement since the war…
Unused 529 Plan Funds Explained: Flexible Planning Strategies for Families
Saving for education often begins years before anyone knows where a child will attend school….
The Impact of the K-shaped Economy
What is a “K-shaped” economy, and why does it matter in 2026? In this video,…
Wealth Management for Executives: Key Considerations for Complex Compensation
Corporate leadership creates significant financial opportunities, but it also introduces structural complexity that traditional financial…
Warm Socks for Those Cold Feet: How Prenups Strengthen Marriages and Protect Family Wealth
Marriage is built on love, commitment, and shared dreams. For business-owning and enterprising families, it…
A Deep Dive Economic and Market Lessons from Innovation Eras Past
Lessons from the internet buildout at the turn of the century and productivity boom in…
Multi-Generational Wealth Management: Preserving Wealth, Values, and Legacy Across Generations
Building significant wealth is an achievement. Sustaining it across generations is a far greater challenge….
The Business Owner’s Exit: What to Know Before You Sell
Selling a closely held business is rarely just a transaction. For many owners, it represents…
Multi-Generational Giving in 2026: An Added Focus on Flexibility
Few moments naturally prompt conversations about generosity, legacy, and shared values quite like the turn…
Asset Protection for Business Owners: A Strategic Guide for Established Business Owners
For established business owners, wealth is often highly concentrated in both business and personal assets…
Market Sense – A Deep Dive: Will Global Stocks Shine Again in 2026?
International shares outperformed US large cap stocks by the most since 2007, and developed markets…
Best Strategies for Managing Multi-Generational Wealth
For families who see themselves as stewards rather than spenders, wealth is not measured only…
Key Economic and Investment Themes to Watch in 2026
As we look to 2026, this video shares our perspective on several key economic and…
Estate Planning Strategies for Multi-Generational Families Below the Federal Estate Tax Exemption
Key Takeaways Estate planning is often associated with avoiding federal estate taxes. Yet many families…
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