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 Dear Clients, Partners, and Friends,As we begin 2026, we do so against a backdrop of meaningful geopolitical tension and economic uncertainty. The escalation of the Iran conflict in the Middle East has quickly become the defining macro event of the year. This is not simply another policy debate or trade dispute—it is a real and evolving …

 For several years, the estate planning community and financial advisors looked toward 2026 with a great deal of trepidation, bracing for the scheduled end or “sunset” of the 2017 Tax Cuts and Jobs Act (TCJA) that would have slashed the federal estate/gift tax exemption by half. However, with the passage of the One Big Beautiful Bill Act …

 Dear Clients, Partners, and Friends,As we begin a new year, I want to take a moment to reflect on how far we’ve come—and how we plan to move forward together. 2025 brought a complex and often contradictory economic landscape, marked by short-lived panics, resilient markets, and meaningful policy shifts. Yet through it all, our approach at …

 Dear Clients, Partners, and Friends,As we conclude the third quarter of 2025, we find ourselves reflecting on a year that continues to test and reaffirm the value of discipline, perspective, and partnership. Despite the headlines—from persistent geopolitical tensions to ongoing debates around trade and global supply chains - the markets have …

 Dear Clients, Partners, and Friends,As we reflect on the second quarter of 2025, we are reminded of the unpredictable nature of markets—and of the power of preparation and perspective. After a volatile start to the year driven by global uncertainty and the unexpected announcement of 'Liberation Day' tariffs, we’ve witnessed a significant …