Charitable Giving Strategies: Tax Planning Examples
The tax code offers meaningful incentives for charitable giving, but many donors don’t fully benefit from them. Without a deliberate strategy, charitable contributions often provide little to no tax advantage. With the right approach, however, charitable giving can reduce income tax through deductions, capital gains tax through donations of appreciated assets, and estate tax by… read more…
Investment Management for HNWI: Services and Examples
Investment management for high-net-worth individuals looks different from standard retail investing. As investable assets grow into the millions, access to a broader range of investment products and services increases. At the same time, greater wealth often brings added complexity, including multiple asset classes, concentrated stock positions, multi-state tax exposure, estate planning considerations and risk management… read more…
Advanced Estate Planning: Real Estate and Investment Portfolio Examples
Real estate and investment portfolios can add complexity to estate planning. These assets often involve title transfers, valuation issues and tax implications that standard documents may not fully address. Wills and revocable trusts help, but they may fall short if you own real estate, hold concentrated stock positions or have investment portfolios approaching federal estate… read more…
Gas Prices Hit Records in 2026: State by State Breakdown
With gas prices in the U.S. hitting several-year highs as a result of military operations in the Middle East and subsequent pressure on the Strait of Hormuz, many households may be feeling the squeeze of the cost of their commute lately. As of April 1st, the national average price of a regular gallon stands at… read more…
Editor's Picks
CFA vs. CFP®: Which Do You Need?
Chartered financial analyst (CFA) and certified financial planner (CFP) are common certifications for individuals working in finance, namely financial advisors. These are designed to tell a client (or employer) that the holder has received education in certain types of financial… read more…
6 Tips for Choosing a Wealth Management Firm
Wealth management firms are all different, with their own specializations and services. As a result, the process for choosing a wealth manager is a very personal one. Wealth managers work closely together with their clients to identify financial goals and… read more…
What Is a Fee-Only Financial Planner?
If a financial planner, financial advisor or another type of financial professional is fee-only, that means they receive compensation solely from the fees clients pay for their services. They do not earn commissions for recommending certain products. A fee-only structure… read more…
Why First Homes Could Be Investment Properties
If you’re young and looking to purchase a new home to live in, you may want to consider turning it into an investment property. While most people wait until after they’ve bought their first or second home to begin investing in… read more…
Data Articles and Studies
Gas Prices Hit Records in 2026: State by State Breakdown
With gas prices in the U.S. hitting several-year highs as a result of military operations in the Middle East and subsequent pressure on the Strait of Hormuz, many households may be feeling the squeeze of the cost of their commute lately. As of April 1st, the national average price of a regular gallon stands at… read more…
Where Rent Increased and Decreased Most – 2026 Study
Rent in 100 of the largest U.S. cities increased by an average 1.73% over the past year, going from $1,810 to $1,843. Meanwhile, general inflation – estimated to be at 2.41% nationally over the same time period – exceeded the rent increases, giving some households extra purchasing power of their biggest monthly expense. Still, many… read more…
Salary Needed to Live Comfortably in U.S. Cities – 2026 Study
To truly understand the context of a household’s income, it must be compared to local costs and long-term goals, which both may fluctuate over time. For most people, the same pillars will make up the biggest nonnegotiables in their budget. These include basic necessities like housing, groceries, utilities, and transportation, and likely some discretionary spending… read more…
Where Americans Are Happiest – 2026 Study
Happiness may not be easy to quantify, but some qualifiers may make a person more likely to feel satisfied in life. A reasonable degree of financial freedom can alleviate worry about day-to-day costs and the occasional unexpected expense. Similarly, good relationships, overall health and longevity, basic conveniences and privacy can go a long way in… read more…
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