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INSIGHTS
Sharing our perspective on topics that matter.
Shifting Narratives
Investment Committee
July 6, 2026
As we started 2026, global stocks hovered near all-time highs and investors’ expectations for the year seemed relatively clear: inflation would continue to ease, the
What You Need to Know About Estimated Tax Payments (Before the IRS Reminds You)
Financial Planning Committee
June 19, 2026
For many people, taxes feel like a once-a-year event. But if you earn income outside of a traditional paycheck, whether through a business, investments, or
Tax Optimization Strategies for High-Earning Individuals
Financial Planning Committee
June 15, 2026
While high-earning individuals typically pay a higher percentage of taxes than others, you may not have to bear a high tax burden if you’re a