The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, has brought significant changes to the tax landscape—including some important shifts that affect charitable giving. While the law made permanent many...
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For the second year in a row, a small number of U.S.-based technology stocks earned exceptional returns. The S&P 500 Index returned 25% last year, slightly under 2023’s return of 26.3%. Back-to-back equity returns over...
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Markets demonstrated remarkable resilience in 2024 despite global challenges, rewarding patient investors and showcasing the power of human ingenuity. As we enter in 2025, we wish to share this article written by David Booth, chairman...
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Here is an unusual holiday gift idea for affluent parents: a retirement nest egg for your kids. If you are in the fortunate position of having more than you need to support your lifestyle for...
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With U.S. inflation on the decline, the Federal Reserve lowered short-term interest rates. The Federal Reserve’s preferred inflation measure, the Core PCE deflator, has fallen to 2.7%, moving steadily towards the 2% target. This improvement...
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Investing in rental property is often touted as a path to financial freedom, but the reality can be far more complex and potentially less rewarding than many realize. While residential real estate can provide a...
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Shortly, we will know who our next president is, and which parties will control the House and the Senate. Until then, we can expect to hear constant messaging about what each side will do or...
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The U.S. stock market’s growth this year continues to be dominated by a small number of technology stocks. Ten stocks now represent 37% of the S&P 500 Index’s market capitalization. This is the greatest concentration...
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Investing can be a complex and challenging endeavor, fraught with potential pitfalls for even the most experienced investors. In their recent blog, our friends at Dimensional Fund Advisors discuss three common investing mistakes, and how...
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Interest in sustainable investing continues to grow among individuals, driven by concerns about climate change and increased interest from younger adults and women. While the COVID-19 pandemic initially boosted focus on sustainable investing, this trend...
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