Insights blog
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Blog
The Iran conflict continues to dominate the news. Oil prices are moving higher while the markets saw increased volatility this week. With higher energy prices alongside seemingly entrenched inflation, it’s looking less and less likely that the Fed will cut rates this year.
3/20/2026
Blog
Capital gains proposals are back in focus. Learn what’s being discussed, what’s law today, and practical steps investors can take now.
3/19/2026
Blog
Find out how petroleum touches everything we own—and why resolving today’s geopolitical disruption will be a powerful tailwind for family financial security.
3/19/2026
Blog
Explore strategic charitable giving options—from donor-advised funds to charitable trusts and QCDs—to enhance your wealth transfer plan and maximize tax benefits.
3/17/2026
Blog
For much of the last century, inheritance was something families discovered rather than discussed. Details emerged quietly, often after a funeral, when legal documents replaced conversation, and heirs learned what had been decided on their behalf.
3/16/2026
Blog
Preserve wealth after selling a business with a practical post-exit plan for taxes, investing, estate strategy, and risk protection.
3/16/2026
Blog
In this week’s episode of 7 Market Movers, Doug Huber covers how the Iranian conflict is impacting the markets; the latest updates on crude oil prices; and what’s going on with redemptions in private credit markets.
3/13/2026
Blog
Get tips on how to start saving for retirement, why saving for retirement is important, and how to avoid some common retirement saving mistakes.
3/13/2026
Blog
Use life insurance for estate planning to pay estate taxes, avoid probate, and protect your legacy. Learn a variety of smart options for survivors.
3/11/2026
Blog
Get our take on recent market events, including how markets are responding to the conflict in Iran, artificial intelligence, and more.
3/10/2026