Love it, hate it, or ignore it, the One Big Beautiful Bill Act (or the “OBBBA“) is here to stay. At over 900 pages, this statute provides wide-ranging changes to our federal tax and spending policies. It was no secret that there would be changes coming to the tax system this year. Many provisions in […]
The Power of Tax-Efficient InvestingOctober 31, 2025 -
Making the Most of Year-End Charitable GivingOctober 31, 2025 -
The Power of Tax-Efficient Investing
/in Family Wealth, Investing, Tax, Wealth Management/by Sharon Allen, CFP®,CTFA“You can’t predict. You can prepare.” – Howard Marks The headlines this year have been relentless. Trade tensions escalate and de-escalate. AI investments soar to dizzying heights, then stumble amid concerns about valuations or Chinese competition. Geopolitical storms rage from Eastern Europe to the South China Sea. For many investors, this creates an uncomfortable paradox: […]
Making the Most of Year-End Charitable Giving
/in Estate Planning, Family Wealth, Giving, Tax, Wealth Management/by Daly Andersson, CFA, CFP®As the season of gratitude approaches, many families take time to reflect on what they value most—and how they can “give back”. Whether you give regularly to a favorite charity or are looking to make a larger year-end gift, thoughtful planning can help ensure your generosity has the greatest possible impact. Give Strategically: The Power […]
Understanding the Gap Between “Hard” and “Soft” Economic Indicators
/in Investing/by Sharon Allen, CFP®,CTFAYou’re driving to an important destination using your trusty GPS when construction forces an unexpected detour. You begin to wonder, “Are we still on the right track? This doesn’t look familiar!” Meanwhile, the GPS calmly announces “Recalculating route” and continues providing reliable guidance. You now have two sources of information to consider: the emotional reaction […]
The “One Big Beautiful Bill Act” and How it May Affect Your Personal Tax Planning
/in Tax, Wealth Management/by Daly Andersson, CFA, CFP®Love it, hate it, or ignore it, the One Big Beautiful Bill Act (or the “OBBBA“) is here to stay. At over 900 pages, this statute provides wide-ranging changes to our federal tax and spending policies. It was no secret that there would be changes coming to the tax system this year. Many provisions in […]
Empowering Financial Freedom Through Employer Retirement Plans
/in Family Wealth, Retirement, Tax, Wealth Management/by Sterling Advisor TeamSuccess in the retirement pivot is where preparation and opportunity meet.