8/5/26
Hiring a financial advisor should involve more than reviewing a website or accepting a referral. High-net-worth families should ask how the advisor is paid, when...
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8/4/26
The One Big Beautiful Bill Act established a higher baseline federal estate and gift tax exemption starting in 2026 — commonly cited at roughly $15M...
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7/29/26
Concentrated stock — from a single employer’s shares to a founder’s post-IPO position — is one of the most common wealth-management challenges among tech executives...
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7/28/26
Fee-only and fee-based financial advisors may provide similar services, but they are compensated differently. A fee-only advisor is paid directly by clients, while a fee-based...
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7/21/26
The proposed 2026 California Billionaire Tax Act — a one-time 5% tax on net worth exceeding $1 billion for individuals who were California residents as...
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7/20/26
Social Security is not projected to disappear. However, the 2026 Trustees Report estimates that the retirement trust fund could deplete its reserves in 2032. If...
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7/16/26
Artificial intelligence can be useful for learning about tax concepts and organizing questions. However, tax planning often requires a comprehensive understanding of income, investments, retirement...
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7/15/26
Artificial intelligence can be a useful resource for learning about financial concepts and organizing information. However, comprehensive financial planning often requires an understanding of your...
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7/9/26
AI is changing wealth management by improving research, portfolio monitoring, reporting, and personalization. But for high-net-worth families, the strongest model is not AI alone. McKinsey...
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7/7/26
AI trading bots can process data, test strategies, and monitor markets faster than humans, but they do not guarantee profits or insulate from market losses....
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6/30/26
AI can help investors screen data, summarize research, and identify patterns faster, but it should not be treated as a guaranteed stock-picking machine. FINRA warns...
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6/26/26
AI can help families understand estate planning terms, organize questions, and create rough starting points. But high-net-worth families should not rely on AI alone to...
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6/23/26
AI is becoming useful in tax planning, but it should not be treated as a substitute for CPA-reviewed strategy. AICPA and Thomson Reuters point to...
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6/18/26
AI is changing financial planning, but it is not a full replacement for fiduciary advice, especially for high-net-worth families. The CFP Board notes that while...
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6/11/26
A potential SpaceX IPO could become one of the largest public offerings ever. With the company’s public targets aiming for a $75 billion raise and...
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6/9/26
A potential SpaceX IPO could create major liquidity and wealth-planning questions for employees, early investors, and high-net-worth families. Reuters has reported a possible $75 billion...
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6/9/26
The One Big Beautiful Bill Act (OBBBA) introduced a new 0.5% AGI floor on itemized charitable deductions starting in 2026, alongside a permanent 60% AGI...
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6/2/26
For high-net-worth Californians in Ontario and the Inland Empire, 2026 presents a critical decision point. California’s high state income taxes (up to 13.3%) and aggressive...
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5/27/26
With the One Big Beautiful Bill Act (OBBBA) making key individual tax rates permanent, increasing the standard deduction, and adding a temporary senior deduction (for...
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5/21/26
While passive investing remains a powerful foundation, the idea that it is always “superior” is incomplete. In 2026, high-net-worth investors benefit most from tax-aware, actively...
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