Understanding the OBBB’s Impact on Charitable Giving
On July 4, 2025, the One Big Beautiful Bill (OBBB) was signed into law, ushering in sweeping changes to the U.S. tax code. While the…
- Estate & Gift Planning | financial planning | Investment Planning | Retirement Planning | Tax Planning
Planning with Purpose: Where Philanthropy Meets Financial Planning
In today’s evolving financial landscape, the most visionary individuals aren’t just building wealth, they’re cultivating legacy. True prosperity goes beyond financial gains; it lies in…
Navigating Geopolitical Risks in Your Investment Strategy
Geopolitical events—such as trade policies, elections, or international conflicts—can significantly impact financial markets, creating volatility that investors must navigate carefully. Understanding how these factors influence your portfolio is essential for making informed decisions and maintaining long-term stability in your investments.
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