Insights
Insights
Tax return filed? Start planning for next year now
Tax season may be over, but planning is just getting started. Now is the time to reassess, refine strategies, and prepare for the year ahead.
The advisor advantage in an AI-driven world
Human advisors deliver the trust, empathy, and strategic thinking clients want — and technology can help make them better at it.
How strategic asset location can make a portfolio more flexible and resilient
Our Investment Team offers thoughts on managing taxes with asset location, the implications of the Iran war, and more.
The QBI deduction isn’t a tax strategy — it’s an advisory strategy
Most business owners treat the QBI deduction as a tax line item. In reality, it’s an advisory strategy that rewards coordination, timing, and multiyear planning — a generous deduction hiding in plain sight.
Women are inheriting the wealth. Is the industry ready?
Kristi Mitchem explores why structural barriers continue to limit women advisors’ entry and success in wealth management.
Rapid Response on Iran escalation
Following U.S. military strikes on Iran, our investment team outlines three key investment implications.