10-05-2026
It’s one of the most common questions we’ve heard this year. The United States produces more oil than it uses, yet since the S...
09-25-2026
For affluent investors, claiming Social Security goes from a routine retirement milestone into a sophisticated tax, cash-flow, and estate ...
09-09-2026
Blended families—where partners bring children, assets, and histories from prior relationships—face many challenges as they come together....
08-25-2026
For affluent investors, turning 65 means Medicare goes from a routine health insurance milestone into a sophisticated tax and cash-flow ma...
08-13-2026
By Joshua Prince, CFP®
Market Stories
Geopolitical tensions have continued to be a determining factor of market performance with amp...
08-06-2026
Following cybersecurity risks and the U.S. Commerce Department’s export-control directive, the world’s most capable publicly a...
06-15-2026
While geopolitical uncertainty continues in the Middle East and high energy prices have dampened the economic outlook, near-record earning...
06-02-2026
The $54 trillion horizontal wealth transfer is coming for your family. Here’s what most couples aren’t doing to prepare.
Everyone has h...
05-20-2026
What the Rally Means—and What It Doesn’t
Despite a still-shuttered Strait of Hormuz causing a snag in global commodity trade, equ...
04-08-2026
The Strait of Hormuz has been effectively closed for a month—the first time in modern history. Its impact on markets has been broad, its r...