Follow Nick on LinkedIn We’re well past halfway through the year, and if you haven’t already started planning for your taxes, this is your window. Right now is one of the most valuable times to run projections, look ahead, and start answering the question: What…READ MORE
The Federal Reserve, during the meeting in late July, held rates unchanged for a fifth consecutive meeting which was very much telegraphed ahead of the meeting. The louder narrative after the meeting surrounded the two dissents who favored an immediate cut. Fed chair Jerome Powell…READ MORE
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
