Recent Articles
2025 Estate Planning Changes
Estate planning is never a “set it and forget it” exercise, as laws continue to evolve at both the federal and state level.…
Convictions And Concerns
“Those are my principles; and if you don’t like them, well, I have others” —Groucho Marx The summer holidays did…
U.S. Government’s Intel Stake: A Turning Point in Strategic Investing?
The U.S. government’s decision to purchase a nearly 10% stake in Intel for $8.9 billion marks a historic shift in…
The Calculus of Value
By Howard Marks, Oaktree Capital We are presenting a memo from Howard Marks of Oaktree Capital that discusses how investors should think about…
Charitable Giving Changes under the One Big Beautiful Bill Act (OBBBA)
The recently passed One Big Beautiful Bill Act (OBBBA) introduces major changes to the tax treatment of charitable contributions. Starting…
Value in a Sea of Risk
A cynic, wrote Oscar Wilde in Lady Windermere’s Fan, is someone who “knows the price of everything but the value…
What to Make of all the Money Flowing into AI
It’s amazing how quickly tides change. After ChatGPT was released in November 2022, Artificial Intelligence (AI) became the rage. To…
Managing Concentrated Positions with Options Strategies
Many investors accumulate a substantial portion of their stock portfolio in a single company, often through executive compensation, inheritance, or a long-term investment in…
Is the Future of AI “Physical”?
The concept of Artificial Intelligence (AI) has existed for decades. The field was formally established in 1956 at the Dartmouth…
Washington State Enacts Historic Tax Increases Amid Budget Shortfall
On May 20, 2025, Governor Bob Ferguson of Washington State signed into law a series of tax increases to address…
Financial Planning Strategies to Consider During Market Volatility
In today’s environment of heightened market volatility, staying grounded in a sound financial strategy is more important than ever. While market…
Tax Tips for Divorce Planning: Key Considerations for a Smooth Financial Transition
Divorce can be an emotionally and financially challenging process. Among the many complexities, navigating the tax implications of divorce is…