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What to Expect When Working with Your Estate Planning Team?

Mar 2, 2023

Estate planning often involves the coordinated efforts of an estate planning team consisting of your attorney, accountant, and financial services professional. However, whether establishing a new estate plan or revising an existing one, only you can provide the...

Go to Estate Planning and Your Residence: When the Grass Really is Greener!

Feb 23, 2023

Estate Planning and Your Residence: When the Grass Really is Greener!The rules that govern each state’s estate taxes are not necessarily created equal. A person can live, do business, and own real estate in many different places, but legally have only one domicile—or...

Financial Planning

Feb 16, 2023

Learn how our planning process aligns your unique needs with your unique financial objectives. Let's work together to create a roadmap to your future goals!

6 Wise Ways to Use Your Tax Refund

Feb 9, 2023

When your tax refund arrives, you might be tempted to immediately spend it. But there are wiser ways to use your refund. See what we recommend. Learn more

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Latest Market News from Around the Web

Personal Finance

AI disruption could spark a ‘shock to the system’ in credit markets, UBS analyst says
February 13, 2026
UBS analyst Matthew Mish told CNBC that the artificial intelligence transformation is happening faster than he and his colleagues had previously anticipated.
Rivian tops fourth-quarter expectations, targets significant production increase
February 13, 2026
Rivian's 2026 guidance includes increasing vehicle deliveries to between 62,000 and 67,000 units, which would be up by 47% to 59% compared to 2025.
How packaging and logistics companies are automating their warehouses
February 13, 2026
Companies like UPS, FedEx and DHL are increasingly turning to automation in their warehouse processes to work toward greater efficiency and lower costs.
American Airlines flight attendants picket as CEO tries to calm frustrated employees
February 12, 2026
The union that represents American's 28,000 cabin crew members issued a vote of no confidence of CEO Robert Isom.

Investment

This sector is having its best start since at least 2000. Wall Street likes these dividend payers
February 13, 2026
Utilities are on a sharp upswing to begin the year. A couple of dividend-paying stocks are standing out from the pack.
Josh Brown buys CBRE after AI disruption fears drive steep sell-off
February 13, 2026
Shares of CBRE plunged 16% this week on fears that artificial intelligence could weigh on office real estate demand.
Microsoft is down this year on fears AI will disrupt Office. Goldman says buy the dip
February 13, 2026
Goldman Sachs' $600 price target implies that shares of Microsoft could rally 49%.
Fears of AI disruption have created an opening for this software options trade
February 13, 2026
The iShares Expanded Tech-Software Sector ETF (IGV) sell-off has been arguably one of the most severe in the sector's history, but it's created an opportunity.

Stock Market

Stocks making the biggest moves midday: Moderna, Instacart, Rivian Automotive, DraftKings, Coinbase & more
February 13, 2026
Here are some of the biggest movers in midday trading.
Stocks making the biggest moves premarket: DraftKings, Applied Materials, Roku, Rivian Automotive and more
February 13, 2026
These are the stocks posting the largest moves in premarket trading.
Stocks making the biggest moves after hours: Rivian, Applied Materials, Airbnb, Pinterest, DraftKings & more
February 12, 2026
These are the stocks posting the largest moves in extended trading.
Stocks making the biggest moves midday: Crocs, Cisco, Lululemon, AppLovin & more
February 12, 2026
These are the stocks posting the largest moves in midday trading.

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