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Most business owners treat the QBI deduction as a tax line item. In reality, it’s an advisory strategy that rewards coordination, timing, and multiyear planning — a generous deduction hiding in plain sight.

&Partners calls on the industry to recruit and steward more women financial advisors and help close the looming advice gap.

Our Investment Team offers thoughts on managing taxes with asset location, the implications of the Iran war, and more.

Transitioning from a lifelong career into retirement is exciting. It can also be disorienting. The structure, schedule, and sense of purpose that once shaped your days are suddenly gone, replaced by open time that doesn’t always feel as freeing as expected. Without something to anchor it, that freedom can quickly turn into a lack of…

There is a moment every April when the calendar starts to feel less like a reminder and more like a verdict. Tax Day is approaching, and for some, the return isn’t ready. The instinct for many high achievers is to push through, rush the process, and get it done. After all, asking for more time…

Your brain doesn’t retire when you do. In fact, it’s wired to keep learning, and few hobbies satisfy that need like picking up a new language. Whether you’re planning a trip to another country, reconnecting with family heritage, or simply want a challenge that feels meaningful, language learning offers something inherently valuable. Start With Why…

Every investor has felt it. That nagging voice saying “maybe I should wait” when markets are high, or “maybe I should get out” when headlines turn dark. It feels like common sense to buy low and sell high. But here’s the problem: by the time you know whether the market is actually high or low,…

A snapshot of 2026 tax rules and thresholds, covering income, investments, retirement, and estate planning.

The firm closes 2025 with a string of milestones that highlight the strength and appeal of its advisor-owned model.