Individuals and Families The Year-End Financial Planning Checklist November 12, 2025 - The end of the year is the perfect time to review your financial plan with your advisor. The following checklist will help you take stock…
Economic and Market Outlooks What’s on Our Minds Precious metals experienced dramatic declines on Friday following many months of gains, with analysts attributing the crash to factors including Kevin Warsh's Fed chair nomination, Chinese speculation crackdowns, and increased margin requirements—though whether metals recover will reveal if structural forces or mere momentum drove the previous rally.
Individuals and Families How to Invest Your Bonus Wisely Annual bonus season is probably the best time for investors to assess their progress toward financial plan goals and reassess the overall investment objectives and asset allocation structured to achieve them.
Estate Planning Simple Ways to Help Avoid Probate: Revocable Living Trusts and More Probate is the legal process through which a deceased person’s estate is administered and distributed. While it serves an important function, it can also be time-consuming, expensive, and emotionally taxing. Fortunately, several strategies can be employed to help avoid probate and ensure a smoother transition of assets to loved ones.
Individuals and Families Retirement Planning for Single Women: How to Prepare Women already face gender-specific financial planning challenges. These include a longer life expectancy and a pay gap that results in lower salaries and lower lifetime savings unless they save a greater percentage of their salary.
Individuals and Families Private Placement Life Insurance The concept behind PPLI is simple: by investing inside a life insurance policy, you take advantage of the favorable tax treatment granted to life insurance. Learn more.
Tax Strategies Webinar Recording: Q1 Tax Planning Strategies for Executives Join Principal Joshua Norman as he discusses strategies to address Q1 tax gaps from bonuses and equity vesting.
Family Office Webinar Recording: Tax Optimization and Thoughtful Wealth Planning for Liquidity Events A liquidity event—whether from a business sale, IPO, merger, or other transaction—creates a unique opportunity to design plans that minimize tax exposure and shape a lasting legacy. Watch our webinar to learn more.
Corporations Establishing Sound Retirement Plan Governance As a retirement plan sponsor, you are responsible for administering the plan and making all material plan decisions. This basic framework helps you conduct overall plan decision-making in an efficient and procedurally due-diligent manner.
Individuals and Families Splitting Retirement Accounts in Divorce When going through a divorce, the process of dividing assets can be a frustrating and confusing one. Retirement assets are an important issue in any divorce proceeding, since, after the marital home, they often represent the largest category of marital assets to be divided in a divorce settlement.
Cross-Border Planning Moving to the UK: The Foreign Income and Gains Regime for US Expats and Returning UK Citizens In April 2025, the UK replaced the long-standing remittance basis regime with a new foreign income and gains (FIG) regime. The shift moves the UK toward a residence-based system rather than one anchored in domicile, and it reshapes how foreign income, foreign gains, and offshore planning are treated for new UK residents.
Economic and Market Outlooks Video: February 2026 Economic and Market Outlook February 3, 2026 - With January in the rearview mirror, Partner and Chief Markets Strategist Jim Lebenthal weighs the influence of positive market and economic forces, such as stimulus…
Individuals and Families How to Invest Your Bonus Wisely January 22, 2026 - Annual bonus season is probably the best time for investors to assess their progress toward financial plan goals and reassess the overall investment objectives and…
Cross-Border Planning Moving to the UK: The Foreign Income and Gains Regime for US Expats and Returning UK Citizens February 4, 2026 - In April 2025, the UK replaced the long-standing remittance basis regime with a new foreign income and gains (FIG) regime. The shift moves the UK…