Blog and Resources
Financial news you don't want to miss.
Structured Legal Fees and QSFs
March 20, 2025In the world of attorney contingent fees, having the flexibility to choose when and how much income you can defer can be...
Tariffs & the U.S. Economy: Protection or Pitfall?
March 19, 2025Recently, one question has been coming up again and again from clients: What happens to the U.S. economy when tariffs ar...
3/14/25 Market Brief: Trump's Tariff Policies
March 14, 2025If you’ve been following the news, you’re likely aware of the ongoing tariff discussions in Washington, D.C. and their i...
Financial Advisors for Lawyers: How to Choose The Right Partner for Your Finances
March 10, 2025Financial Advisors for Lawyers: How to Choose The Right Partner for Your Finances Attorneys spend years mastering the la...
Wealth Management for Attorneys: Tailored Strategies for Legal Professionals
March 10, 2025Attorneys are among the highest-earning professionals, yet many struggle with wealth creation due to high taxes, irregul...
Last Chance to Fund Your IRA for 2024 – Deadline Approaching!
March 04, 2025The IRA contribution deadline for 2024 is fast approaching! You have until April 15, 2025, to fund your Traditional or R...
Infographic: 2024’s Top-Performing S&P 500 Sectors
February 25, 2025In 2024, nearly every S&P 500 sector delivered gains, fueled by strong AI-driven momentum and a resilient U.S. econo...
Wealth Management for Lawyers: How to Build Financial Security and Grow Your Assets
February 03, 2025Lawyers: let’s be honest for a second. Even though you’re among the highest earners in America, you feel like you should...
IRS Delays RMD Rule Changes Until 2026: What It Means for Your Retirement Strategy
February 03, 2025The IRS has announced an important delay in implementing certain required minimum distribution (RMD) regulations tied to...
Bitcoin: Currency or Collectible?
January 23, 2025Bitcoin has captivated investors, technologists, and dreamers since its creation. As a decentralized digital asset, it p...