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The S&P Has Outperformed Forecasts Raising The Bar For The Future
The S&P 500 is delivering one of the strongest earnings seasons in decades, creating a powerful backdrop for advisors evaluating equity allocations, valuation discipline, and forward return expectations.
Air Travel Poised To Become More Expensive This Summer
Air travel is poised to become significantly more expensive this summer, adding another layer of inflationary pressure that wealth advisors and RIAs should monitor closely as geopolitical instability ripples through global energy markets.
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Trump Weighing Effort To Remove Capital Gains Tax On Home Sales
President Donald Trump said he is considering a proposal to end capital gains taxes on home sales in a bid to boost the housing market.
Emerging Risks Could Put The Brakes On Hot Investor Sentiment
Investor sentiment is running hot, but two emerging risks could put the brakes on the latest leg of the rally.
$275M Inheritance Fight: What Every Millionaire Can Learn From Jimmy Buffett’s Mistake
Singer-songwriter Jimmy Buffett died in 2023, leaving behind a $275M estate. The bulk of Buffett’s assets went into a marital trust with his widow.
Keep What Matters, Transfer What Counts: A New Approach To Estate Planning
Starting in 2026, the federal estate tax exemption is expected to jump to $15 million per person (that’s estimated to be $30 million for couples).