Insights blog
Wealth management news and analysis
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Blog
See which U.S. cities face the largest housing shortfalls, why it’s happening, and how it could affect buyers and owners based on the latest metro data.
12/29/2025
Blog
Compare ChatGPT, Gemini, Copilot and Claude for everyday money tasks. See strengths, privacy tips and safe ways to pair AI with a financial advisor.
12/26/2025
Blog
Learn how to withdraw from your 401(k) at age 55 without penalty using the IRS “Rule of 55.” Discover key rules, avoid costly mistakes, and create a smarter retirement plan.
12/23/2025
Blog
As we turn the calendar to a new year, many people revisit familiar resolutions like getting healthier, getting organized, or simply getting a fresh start. But one resolution deserves a place at the top of the list in 2026: reducing or even eliminating “bad debt.” And that begins by understanding that not all borrowing is created equal.
12/22/2025
Blog
Explore how a Grantor-Retained Annuity Trust (GRAT) can reduce estate taxes and transfer wealth efficiently. Learn how GRATs work, their tax benefits, and if they fit your estate plan.
12/22/2025
Blog
This week’s 7 Market Movers brings long-delayed economic data and a meaningful shift in market tone as we head toward year-end. Gary Quinzel walks through how markets initially rallied after the rate cut (but that enthusiasm quickly faded), why concerns over growth and AI valuations weighed on stocks, and what sparked Thursday’s rebound. With equities, bonds, and even commodities showing strong gains in 2025, Gary also highlights the 3 big themes investors will be watching as we enter 2026.
12/19/2025
Blog
In this week’s 7 Market Movers, Aya Yoshioka breaks down the Fed’s latest rate cut, cooling labor data, and market reactions across bonds, equities, and commodities. She highlights key earnings from Oracle, Broadcom, and Costco, along with renewed debates around AI and inflation. Despite a volatile year, global markets remain resilient heading into 2026, reinforcing the value of disciplined, diversified investing.
12/12/2025
Blog
Explore top tax-efficient investing strategies—from tax-loss harvesting and asset location to charitable giving and Roth conversions—to help reduce taxes and grow your wealth.
12/12/2025
Blog
Every year, the IRS updates federal tax brackets, standard deductions, and other key thresholds to account for inflation. This year, the IRS update also included changes introduced under the One Big Beautiful Bill Act (OBBBA). Here is a detailed summary of what taxpayers should expect and how to prepare.
12/10/2025
Blog
Worry creates negative emotions and stress, leading to avoidance that can make things worse. You can change your habits by starting small, talking with a trusted family member or friend and being consistent and persistent.
12/9/2025