Blog
The Tax Trilogy: Why Tax Planning Belongs at the Center of Your Financial Plan
Most tax decisions are made long before you file. Our tax trilogy puts taxes at the center of your plan: we design the strategy, coordinate your accountant and attorney, and confirm it’s carried out correctly on your return.
Read MoreFrom Scarcity to Abundance: A Different Way to Think About Money
Shefa means abundance. In our latest post, Seth reflects on what that word actually asks of us — and how it shapes the way we think about money.
Read MoreHow Long Would You Wait for a Strategy to Pay Off?
A client recently shared a chart with me, and it's been sitting with me ever since. It's not flashy, but it captures something I find myself explaining to clients often: even the strategies we believe in as core investing “truths” can...
Read MoreMarket Update: The Impacts of AI and the War with Iran
Read Seth's thoughts on market performance for the first half of 2026--including how AI and the war with Iran are impacting the markets and inflation.
Read More2026 Tax Law Changes You Should Be Aware of
There have been a few major tax law changes for 2026, including retirement plan catch up contributions, ABLE program age requirements, and Trump accounts.
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