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Our Investment Team offers thoughts on managing taxes with asset location, the implications of the Iran war, and more.

Most business owners treat the QBI deduction as a tax line item. In reality, it’s an advisory strategy that rewards coordination, timing, and multiyear planning — a generous deduction hiding in plain sight.

&Partners has released its first half 2026 issue of Prism, exploring whether markets are in an AI-driven bubble and what to do about it.

WealthManagement.com has named Kristi Mitchem to its Ten to Watch in 2026 list, highlighting her leadership and impact on the evolving future of wealth management.

Watch Kristi Mitchem join Consuelo Mack and Anna Paglia for a conversation on women’s leadership, financial confidence, and the role of advice in building long-term wealth in this WISE webinar.

As 24-hour trading emerges, so does the urge to respond to every market move. But the real path to wealth lies in staying disciplined, not reacting overnight.

The new law brings clarity, new deductions, and time-sensitive opportunities.

You’ve advanced in your career. You’re earning more and managing the responsibilities that come with success. Yet maybe you’ve maintained some financial habits that you should have left behind. These habits are often rooted in past visions of security or achievement. But if the conditions have changed, it’s worth asking whether the behavior still fits.…

Retirement often opens up something many of us didn’t have before…time. And more retirees are treating their screen time with the same care they give to travel plans or reading lists. Whether you’re after thoughtful storytelling, eye-opening documentaries, or something to share with friends, the right show can feel like a new adventure, or at…

Pickleball is booming and not just with weekend warriors. Retired high achievers are trading in golf carts for court shoes and discovering that this isn’t a slow-paced sport. It’s fast, competitive, and addictive. The question is: are your skills sharp enough to keep up? 1. The Gear That Matters (and What Doesn’t) Here’s the deal:…