Follow Nick Bernardo on LinkedIn Taxes aren’t the flashiest part of financial planning, but they might be the most powerful. Adding tax preparation and strategy into our offering has quietly reshaped how we serve clients and how they experience our work. .embed-container { position: relative;…READ MORE
Follow Nick Bernardo on LinkedIn When sweeping financial legislation gets passed, it is easy to get caught up in the headlines or miss the real takeaway. Our view is that this is more of a headline than a groundbreaking development. In many cases, it only…READ MORE
Follow Nick Bernardo on LinkedIn We’re seeing a shift. More clients in their 40s and early 50s are showing up with significant wealth already built. They’re not necessarily looking to retire early but are looking to use their financial position more intentionally. In a recent…READ MORE
The second quarter of the year ended with U.S. equities at or near record highs, defying turbulence and several macroeconomic uncertainties that sprung up throughout the quarter. Despite concerns around Federal Reserve policy, ongoing fiscal debates, and geopolitical tensions, equity markets have shown impressive resilience…READ MORE
Follow Nick on LinkedIn The best financial strategies often start with a simple question: if we already know what we want to do, why aren’t we doing it automatically? That was the core principle of a recent conversation with Justin Gaul, where we unpacked how…READ MORE
