Insights

Social Security: Spousal and Survivor Benefits

Financial Planning, Social Security

Spousal and survivor benefits add another layer of complexity on top of an already intricate Social Security system. The strategy you choose matters, but what matters more is that you actually have one.

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The Power of Compound Interest

Fundamentals

How long does it take to double your money? For investors, compounding can be one of the most powerful wealth-building tools in personal finance.

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July 2026: Our Current View on Investments and the Economy

Monthly Viewpoint

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2026 Mid-Year Asset Class Performance

Trending Topics

The market’s leadership has shifted dramatically in 2026. Here’s what’s really driving these returns.

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Buy-Sell Agreements: Who Gets the Business?

Business Owners, Estate Planning

No one starts a business thinking about what happens when a partner dies, gets hurt, or walks away. But the business owners who plan for those scenarios are the ones who protect everything they’ve built. The time to put a buy-sell in place is before you need it.

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June 2026: Our Current View on Investments and the Economy

Monthly Viewpoint

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Rent vs. Buy Part II: Breaking Even

Financial Planning

Over time, the renter’s value proposition is slowly eroded by inflation. Meanwhile, the homeowner steadily increases the pace at which the they build equity. The breakeven point is where those two curves intersect.

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I Sold My Home. What Are My Taxes?

Estate Planning, Financial Planning, Tax Planning

Real estate is a capital asset, meaning any profit from its sale is taxed as a capital gain. However, there are special rules unique to real estate that can dramatically reduce what you owe.

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May 2026: Our Current View on Investments and the Economy

Monthly Viewpoint

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Rent vs. Buy Part I: The True Cost of a Mortgage

Financial Planning, Tax Planning

For many prospective homebuyers, a mortgage payment will significantly exceed the cost of renting. However, that direct comparison can be misleading. By deconstructing a mortgage payment into separate pieces, it becomes clear that not every dollar spent on housing is equal.

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