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Wealth management news and analysis
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Trusts are popular estate planning tools used to transfer assets to beneficiaries while minimizing the effect of estate taxes. Spousal trusts, also known as marital trusts, fall into a subclass of trusts that can help you reduce the size of your estate for tax purposes while providing financial security for your spouse, family, and other beneficiaries.
4/11/2026
Blog
How a QTIP trust can protect your spouse and preserve your legacy? Learn how it works, benefits for surviving spouses, and estate tax planning.
4/11/2026
Blog
Some positive news in the markets this week, as equity markets rallied in response to the ceasefire announcement.
4/10/2026
Blog
Get our take on recent market events, including rising oil prices, market resiliency, and more.
4/9/2026
Blog
Compare HSA vs FSA in 2026. Learn contribution limits, tax benefits, rollover rules, and how to decide which healthcare savings account is right for you.
4/9/2026
Blog
Learn a handful of ways to turn home equity into retirement income, including downsizing, HELOCs, and reverse mortgages, plus risks and planning tips.
4/8/2026
Blog
Inheriting a parent’s home can be emotionally and financially complex. Explore your options—from selling, buying out siblings, to renting for passive income—and learn how to navigate taxes and estate planning with experienced guidance.
4/7/2026
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Aya covers continued market volatility this week, as the sentiment pendulum swung between cautious optimism that the Iran conflict could wind down, and inflation concerns driven by $100 per barrel oil.
4/3/2026
Blog
Living longer is great. Running out of money is not. Learn what longevity risk is, why it’s rising, and steps to make retirement savings last longer.
4/1/2026
Blog
What happens to your 401(k) when you die? Learn about beneficiary designations, how inherited 401(k) rules work, and managing taxes on 401(k) inheritance.
3/31/2026