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Private Investments in 401(k)s: What Investors Need to Know

Nov 21, 2025

Some 401(k) plans are beginning to explore private market investment options following recent policy developments. On the surface, this may...

Buying Before Selling: Weighing Capital Gains vs. Short-Term Borrowing

Nov 19, 2025

It is increasingly common for families to purchase a new home before their existing one sells. When that happens, the...

From Fama to AI: The Enduring Case for Passive Investing

Nov 13, 2025

Tune Out the Noise: Why the Efficient Market Hypothesis Still Matters The Efficient Market Hypothesis (EMH) is one of the...

Values-Based Wedding Planning: Spending with Intention, Not Obligation

Nov 13, 2025

For some families, setting a wedding budget isn’t about what’s affordable — it’s about what feels appropriate. When financial constraints...

Windfall Planning for Contingency Attorneys: Balancing Taxes and Liquidity

Nov 8, 2025

For contingency attorneys, income rarely arrives in steady intervals. It comes in waves — months or even years of investment...

CRUT Strategies: Turning Appreciated Assets into Lifetime Income and Future Giving

Nov 5, 2025

Selling a highly appreciated asset — such as a rental property that’s doubled in value — can trigger a major...

Historic Property Renovations: Passion, Planning, and Tax Advantages

Oct 31, 2025

Buying a historic home can feel like owning a piece of history — but restoring it is often more of...

How Valuation Discounts Reduce Taxable Gift Value — and When They’re Legitimate

Oct 29, 2025

When you gift assets to children, the value of the gift is what matters. Cash is simple. Fifteen thousand dollars...

Gifting to Children: How to Start Without Rushing the Process

Oct 24, 2025

A sudden rise in net worth — from a business sale, market gain, or windfall — can create urgency around...

Starbucks, Walgreens, and the Case for Diversification: Triple Net Lease Strategy

Oct 24, 2025

Real estate can be a powerful complement to a traditional portfolio, especially when structured for predictable cash flow and lower...

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