Presenters: Andy Pratt, CFA, CAIA and Adam Newman, CFA, CFP®

Proactively managing your tax situation can be a daunting task, but it is essential for financial stability and building long-term wealth. There are many ways to actively manage your taxes, and in this blog post we’ll discuss three specific steps you can take to ensure you are maximizing your tax...

The ringing in of a new year allows us to reflect on the previous year and plan for the one ahead. Here are a few financial “to-dos” to get you on track for 2026.

With 2025 coming to a close, it is important to ensure year-end planning items are completed before December 31. Whether they be for tax-planning, retirement or other financial planning purposes, the following are a few reminders of what you may need to review before ringing in the New Year.

Giving charitably can generate a wonderful feeling – that feeling that you personally made the world a better place by supporting a cause you’re passionate about.  In addition, you also receive a tax benefit by way of a deduction on your tax return for the dollars you give.