The Market Brief – September 25, 2026
Last week, the Fed raised rates for the first time since 2023. This week, the bond market responded. The 10-year Treasury yield climbed to its highest level since 2007, and…
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Make the most of your wealth now and in the future while assessing challenges, opportunities, and risks along the way. That way, you can grow, protect, give, and live your wealth in a way that aligns with what matters most: your Net Worthwhile®.
THE 8 STEPS TO FINANCIAL READINESS
Make the most of your wealth now and in the future while assessing challenges, opportunities, and risks along the way. That way, you can grow, protect, give, and live your wealth in a way that aligns with what matters most: your Net Worthwhile®.
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The Market Brief – September 25, 2026
Last week, the Fed raised rates for the first time since 2023. This week, the bond market responded. The 10-year Treasury yield climbed to its highest level since 2007, and…
The Great Wealth Transfer: The Decisions Are Yours Now
If you’re reading this, there’s a good chance your financial life looks different than it did five or ten years ago. Maybe you’ve taken a more active role in your…
The Market Brief – September 18, 2026
The Federal Reserve did something this week it hasn’t done in more than three years. Following the prior cutting cycle, it raised interest rates. The quarter-point hike itself wasn’t much…
The 2026 Transaction Recovery Is Real — But It’s Not Evenly Distributed
National transaction volume is having its best year since before the rate-driven slowdown, with nine straight quarters of year-over-year growth and July posting the strongest monthly total since 2005. But…
Opportunity Zones: Payback Time
Qualified Opportunity Zones have been a fixture of real estate capital markets since the Tax Cuts and Jobs Act of 2017 created them under IRC Section 1400Z-2. The pitch was…
Higher for Longer: What Persistent Rate Pressure Can Mean for Commercial Real Estate
Interest rate pressure continues to weigh on the commercial real estate (CRE) sector. While residential housing headwinds remain visible, elevated borrowing costs are having a broader effect, reshaping property valuations,…
The Market Brief – September 11, 2026
This week, Nick Amat, Senior Portfolio Designer, shares his investment insights for the week ahead. Last week, we discussed the data that we believed would likely be the catalyst for…
The Market Brief – September 4, 2026
This week, Nick Amat, Senior Portfolio Designer, shares his investment insights for the week ahead. The economy continues to operate as a tale of two tapes. On one side, geopolitical…
GRATs vs. Other Estate Planning Strategies for Concentrated Stock: A Comprehensive Breakdown
A large equity grant, a public offering, or years of holding shares with a low cost basis can leave a big share of your net worth tied to one company,…
GRATs for Concentrated Stock Positions: An Estate Planning Guide for High-Net-Worth Investors
Learn ways GRATs can help high-net-worth investors address concentrated stock positions, manage tax exposure, and support long-term estate planning goals.
The Market Brief – August 28, 2026
This week, Nick Amat, Senior Portfolio Designer, shares his investment insights for the week ahead. Two things happened this month that are difficult to reconcile. Inflation stopped improving. The economy…
The Market Brief – August 21, 2026
Markets have had plenty to digest lately, but three stories stand out to us this week. The first is happening in the bond market, where long-term Treasury yields moved back…
The Market Brief – August 14, 2026
Markets have had plenty to digest over the past few weeks. A surprisingly weak jobs report raised questions about the economy, inflation remains above the Federal Reserve’s 2% target, and…
The Market Brief – August 7, 2026
For much of this year, investors have been asking relatively straightforward questions. Would the economy avoid recession? Would inflation continue falling? Would corporate earnings remain strong? Increasingly, the answers have…
Building a Wealth Plan That Lasts: Lessons From America’s 250th Anniversary
This year marks 250 years since the signing of the Declaration of Independence. Semiquincentennial events are unfolding across the country, from local historical societies to national commemorations, and the milestone…
A Midyear Wealth Checkup for Families Thinking About Legacy and Long-Term Goals
We’re halfway through the year. For most families, a lot may have already changed since January: graduations, business fluctuations, tax law updates, health issues. The goals you set at the…
How Rate Decisions Can Impact Real Estate Business Planning
If you own commercial real estate or plan to acquire it as part of your business strategy, the Federal Reserve’s rate decisions can impact costs, available capital, and the timing…
Summer Business Planning: What Real Estate Business Owners Should Revisit Midyear
Real estate business owners spend most of the year executing. The midyear point may mark a smart time to step back and consider your business, your plan, and your personal…
Tax Planning in a Volatile Market: The Tax-Loss Harvesting Opportunity
Market turbulence tends to generate anxiety among investors, but for high-net-worth families with taxable accounts, volatility can also open a planning window that’s rarely accessible in calmer markets. During volatility,…
The New Real Estate Playbook
The New Real Estate Playbook Introduction The commercial real estate market is not as large as the global equity or bond market, but it is still a huge and diverse…