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7 Steps Toward More Effective Investing
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Understanding the One Big Beautiful Bill Act (OBBBA): What High Net Worth Families Need to Know
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Imagine trying to lift a stack of tax law that’s nearly as thick as a phone book (remember those?). Welcome to the world of the One Big Beautiful Bill Act—affectionately known as the OBBBA. This latest tax legislation is so hefty, it could give the...
The New Tax Bill and Your Investment Risk: What Actually Matters | Long Story Short Podcast Ep 3
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Why Market Headlines Don't Tell the Whole Story | Long Story Short Podcast Ep 2
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Lowell Pratt Interviewed on the Long Story Short Podcast | 40 Years in Wealth Management
Lowell Pratt was featured on episode 1 of Long Story Short. Watch or listen to the episode below:
3 Steps to Actively Manage Your Taxes in 2025
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...