News & Insights
Reviewing the November 2025 Markets
December 22nd, 2025
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High Net Worth |
Wealth Management |
High Net Worth
New Blooms, Old Lessons The modern AI economy effectively began in 2022, when researchers learned how to combine large-scale computing with human feedback models. This breakthrough transformed raw language models […]
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Ready to Grow Your Nest Egg? The IRS Releases 2026 Retirement Plan Contribution Limits
December 5th, 2025
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Financial & Retirement Planning |
High Net Worth
With Notice 2025–67, the IRS has issued its 2026 inflation-adjusted retirement plan contribution limits. Although the changes are more modest than in recent years, most retirement-plan-related limits will still increase […]
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Reviewing the October 2025 Markets
November 25th, 2025
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Wealth Management |
High Net Worth
Earning Doubles In 1965, Gordon Moore predicted that the number of transistors on a microchip would double approximately every two years. To date, his prediction has proven reliable, allowing technology […]
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New Itemized Deduction Limitation will Affect High-Income Individuals Next Year
November 18th, 2025
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High Net Worth |
Wealth Management |
High Net Worth
Beginning in 2026, taxpayers in the top federal income tax bracket will see their itemized deductions reduced. If you’re at risk, there are steps you can take before the end […]
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Year-End Giving: Why Donating Appreciated Securities May Be Your Smartest Move in 2025
October 27th, 2025
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By Nate Whitson |
High Net Worth |
Tax Credits |
Wealth Management |
High Net Worth
As the holiday season and year-end approach, many clients are considering how best to support their favorite charities. While cash gifts are always welcome, donating appreciated securities —such as stocks, […]