Charitable organizations and endowments exist to make a meaningful impact, but fulfilling their mission requires more than just passion and good intentions. Financial sustainability is the foundation of their success, ensuring they can support causes today and in the future. Yet, many nonprofits and foundations struggle with investment management, financial oversight, and regulatory compliance—areas where a strategic wealth advisor plays a crucial role.… Read More

Economic uncertainty is a reality that investors, business owners, and high-net-worth individuals must navigate. Markets fluctuate, inflation rises and falls, interest rates shift, and global events can send shockwaves through the financial system. The key to long-term financial security isn’t just hoping for the best—it’s preparing for the worst.… Read More

As we head into 2025, mergers and acquisitions (M&A) are shaping up to bring a mix of challenges and opportunities. Whether you’re a business owner thinking about selling or an investor planning your next move, understanding what’s coming can help you make smarter decisions.… Read More

When selling your business, taxes can significantly impact the sale and the proceeds you receive. Whether it’s part of your retirement plan or a strategic move to start something new, the financial rewards can be significant. However, the amount you actually take home from the sale depends heavily on taxes.… Read More

When managing investments for endowments, foundations, and nonprofits, transparency, accountability, and strategic decision-making are essential. One powerful tool that helps investment committees achieve these goals is benchmarking—the process of comparing a portfolio’s performance to a relevant standard. But not all benchmarks are created equal.… Read More