Blog

Financial scams are becoming more sophisticated. As the tactics evolve, our awareness must evolve with them.

Looking back on 2025, it’s hard to argue with the results. Markets climbed to new highs, confidence was strong, and enthusiasm around AI dominated headlines.

When it comes to generosity, many families we serve want their giving to be both meaningful and wise. A Donor-Advised Fund (DAF) can be a powerful tool.

Markets continued to climb in the 3rd quarter. Global equities registered solid gains buoyed by strong corporate earnings and enthusiasm around AI.

Markets rose despite mixed economic signals. Stocks posted gains in Q2, with stocks climbing on the back of strong corporate earnings, resilient consumer spending, and ongoing enthusiasm around AI-related investments.

On July 4th, President Trump signed the One Big Beautiful Bill Act (“OBBBA”). This new law makes permanent the current tax brackets and introduces several new deductions and credits that may benefit many of the families we serve. Below are the highlights, with a focus on the parts we believe will be most pertinent to you.

Markets started strong but lost momentum due to tariff concerns, while international stocks outperformed U.S. markets, helped by stronger foreign currencies and stable economic trends. Bonds provided stability, and a weakening U.S. dollar could make global diversification increasingly attractive.

Major indexes had mixed fourth-quarter results as the U.S. dollar surged, bond yields rose, and inflation concerns lingered, but stocks—especially in the U.S.—still posted strong annual gains, while international stocks lagged due to weaker foreign currencies. Looking ahead to 2025, central banks are expected to cut rates, capital investment in key sectors remains strong, and strategic diversification will be critical amid expected market volatility and normalization.

You may have heard the saying, “Money isn’t everything… it’s the only thing.” That mindset is so prevalent in our society, it can be a major roadblock to living the life you are meant to live—a life of joy and abundance. When you hear the word wealth, what comes to mind?

Major market indexes had a strong showing in the third quarter as “economic activity has continued to expand at a solid pace,” to use the words from the September 18th federal reserve meeting. At that meeting, the fed announced a 0.50% cut in the federal funds rate while acknowledging that inflation is trending down towards its long-term targe

When I read the textbook definition of legacy, I was pretty underwhelmed. It felt both transactional and materialistic, and was far removed from the understanding of legacy that I've had for most of my professional life. It made me wonder if others hold the meaning at such a low bar, and if perhaps Merriam-Webster should consider a revision.