Blog & Market Commentary
The Impact of the K-shaped Economy
What is a “K-shaped” economy, and why does it matter in 2026? In this video,…
It’s Time To Consider Your Health Care Wishes
In this short video, Abbey Flaum discusses the importance of having a health care proxy…
Waiting For The Earnings Rebound in 2023
Over the last month, the debt ceiling, inflation, the Fed, and interest rates have garnered…
What Is An Irrevocable Life Insurance Trust And Why Might I Need One?
An irrevocable life insurance trust (an “ILIT”) is a type of trust designed by its…
The Power Of Attorney; Managing Life’s Business When You Cannot
Whether it’s paying bills, directing investment purchases and sales, closing on real estate transactions, applying…
Graduating To…
For many, May is the season of graduations. It’s so busy, so exciting and sad…
Happy 5.29 Day!
May 29th is officially National 529 Day or 529 College Savings Day. Most folks have…
HB Economic & Investment Outlook – Q2 2023
This video covers a wide range of economic and investment topics including inflation, the Fed,…
Mother’s Money Matters
As I was thinking about being a mom and all the ways that moms care…
Why You Need A Financial Power Of Attorney
In this short video, Abbey Flaum explains the importance of having a financial power of…
Annual Returns Are Almost Never Average; Volatility Is A Normal Part Of Investing
Going back over the last 50 years, the average return of the S&P…
What Is Included In Your Estate?
In this short video, Abbey Flaum explains what is included in your estate and the…
Organizing Your Financial Records
Spring is traditionally a time for cleaning, decluttering, and organizing our homes. It is also…
Building Your Financial Fortress
A fortress. That word conjures thoughts of a castle, knights in shining armor, and horses…
Tightening Financial Conditions in 2023
After the two U.S. bank failures last month, the terms “tightening financial conditions” or “tightening…
HB Economic & Investment Outlook – Q1 2023
This video covers a wide range of economic and investment topics including inflation, the Fed,…
Current Estate Tax Laws Explained in 3 Minutes
In this video, Abbey Flaum explains the ever-changing estate tax laws and how they currently…
2023 Tax Guide
Each year the IRS makes inflation adjustments to more than 60 tax provisions. These adjustments…
Gifting Basics: What Counts As A Gift And Gift Tax Reporting
You helped your son by making the down payment on his new home for him….
Beyond the Deal: The Emotional and Behavioral Realities of Selling a Business
Selling a business is often framed as a financial milestone, a liquidity event that rewards…
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