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The QBI deduction isn’t a tax strategy — it’s an advisory strategy
Most business owners treat the QBI deduction as a tax line item. In reality, it’s an advisory strategy that rewards coordination, timing, and multiyear planning — a generous deduction hiding in plain sight.
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Prism: 2026 Q2 Brief
Our Investment Team offers thoughts on managing taxes with asset location, the implications of the Iran war, and more.
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Dogs: A Retiree’s Best Friend
Transitioning from a lifelong career into retirement is exciting. It can also be disorienting. The structure, schedule, and sense of purpose that once shaped your days are suddenly gone, replaced by open time that doesn’t always feel as freeing as expected. Without something to anchor it, that freedom can quickly turn into a lack of…
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Rapid Response on tariff ruling
Following the U.S. Supreme Court’s tariff ruling, here’s how our investment team is assessing the market implications.
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Rapid Response on Iran escalation
Following U.S. military strikes on Iran, our investment team outlines three key investment implications.
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Technology on Your Terms
You’ve spent decades building expertise in your field, raising a family, and contributing to your community, and you’ve adapted to plenty of change along the way. Retirement doesn’t erase that capability. Staying connected to technology isn’t about proving you can keep up. It’s about choosing what’s worth your attention, staying open to what genuinely matters…
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Handling Your Inheritance: Five Key Moves
Most articles on inheritance focus on those leaving the assets behind, covering trusts, estates, and leaving a legacy. But what about the person on the receiving end? Inheriting money can feel overwhelming, especially during an already emotional time. Here’s a few thoughts to keep in mind. Hit Pause on Major Decisions Your first instinct after…
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Your Future, Planned in Real Time
Learn how our framework can help bring clarity to your financial life.