Second Quarter 2026: S&P 500 Sector Allocation, Technology Concentration and Portfolio Balance The second quarter produced good returns across nearly all areas, with particularly strong performance from the small-cap and mid-cap managers. While technology companies continued to lead the headlines, gains broadened beyond the mega-tech names… a healthy sign for…
How Sophisticated Families Minimize Federal Estate Taxes Sophisticated estate planning is a coordinated process that typically evolves over many years. As a family’s wealth grows, businesses mature, real estate appreciates, and tax laws change, new planning opportunities arise. The most successful estate plans are built by combining multiple strategies that…
Preparing Heirs: Five Lessons We’ve Learned from Forty Years of Estate Planning Much has been written about estate planning, trusts, taxes, and wealth transfer. Those subjects are certainly important. However, after more than forty years advising families, we have learned that the success of an estate plan often depends less…
Our CEO Ed Aufman shares his market outlook for the first-half of 2026, exploring why today's oil disruptions are unlikely to derail long-term investment strategies.
The Operating System of Wealth: An Investor’s Guide to Family Governance We spend considerable time building advanced technical architecture, revocable and irrevocable planning, optimizing multi-year tax strategies, and establishing legal parameters for legacy structures. Yet across more than 40 years of independent fiduciary guidance, we have observed a recurring reality……
The Mechanics of AI: An Investor’s Guide to the Technology Landscape Remaining focused on the longer-term investment opportunities, we return to our discussion on Artificial Intelligence. For investors looking to make sense of current market valuations and tech-driven headlines, having a clear grasp of the technology itself is essential to…
