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Current Market Summary

We wanted to share some timely insights from our ongoing conversations with industry experts about current market trends, corporate profits, artificial intelligence, interest rates, and inflation. Our recent discussion with…

Would You Know If a Scammer Was Using Your Daughter’s Voice?

By Lauren Linn |

October is Cybersecurity Awareness Month. But unlike previous years, when updating your software, strengthening your passwords, and watching for phishing emails were enough, this year’s conversation is focused on the…

AI Gives Answers. Guidance Requires Judgment.

By Lauren Linn |

Artificial intelligence (AI) has given financial professionals new tools that can make it faster and sharper to do some behind-the-scenes work, from research to scenario modeling of certain portfolios. AI…

IPO Reality vs. the Headline Narrative

By Lauren Linn |

When IPOs Dominate the Conversation When a company that most people recognize goes public, suddenly it’s everywhere. Media coverage spikes. Everyone is talking about the opportunity, and that conversation itself…

When Your Parents Need You to Be the Adult

By Lauren Linn

There is usually no single moment when the roles begin to shift. It may be a confusing medical bill. A missed payment. A scam text they almost clicked. A question…

Before They Board the Plane: A Financial Guide for Study Abroad Families

By Lauren Linn

Studying abroad is one of the most formative investments a family can make. The financial side, however, often gets less attention than it deserves. In the most recent academic year,…

Does the New Tax Law Impact Your Estate Strategy?

By Lauren Linn

The federal estate tax exemption remains at an all-time high. For some families, that is genuinely good news. But it may also be creating a false sense of security, especially…

Trump Accounts Are Now Open – What You Need to Know

By Lauren Linn

A new federally created savings account for American children launched on July 4, 2026, when Trump Accounts began accepting contributions. The accounts were formally established under Section 530A of the…

Retirement Planning for Couples: 6 Conversations You Need Before Retirement

By Lauren Linn

As financial professionals, we spend much of our time helping our clients prepare for retirement. By the time most of our clients are within a few years of retirement, their…

What Would You Do With a Windfall?

By Lauren Linn |

Most people do not think of themselves as windfall recipients. But a windfall is simply a sum of money that arrives all at once, and that can take many forms.…

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        //here are all the options
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                first_name: 'Michael',            // you can prepopulate the fields here if you already have this information
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Current Market Summary

Would You Know If a Scammer Was Using Your Daughter’s Voice?

AI Gives Answers. Guidance Requires Judgment.

IPO Reality vs. the Headline Narrative

When Your Parents Need You to Be the Adult

Before They Board the Plane: A Financial Guide for Study Abroad Families

Does the New Tax Law Impact Your Estate Strategy?

Trump Accounts Are Now Open – What You Need to Know

What Would You Do With a Windfall?

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