Why This Matters to Families With Wealth to Transfer

US equity markets were down most of the week, until the big rally on Friday that led to a weekly gain of 0.3% for the S&P 500 index.

Hot inflation data wasn’t enough to derail weekly gains for US equity markets, which featured another all-time high for the S&P 500 index as it rose 1.0%.

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Planning ahead, without giving it all away. A SLAT offers a tax-efficient way to transfer wealth, shield assets, and still provide financial flexibility for your family.

Stocks delivered a solid weekly performance despite worries over the August 7th tariff deadline, which reinstated duties on a broad range of products from most US trading partners.

The tax code just changed—again. This time, the stakes are high for investors in high-tax states earning $150,000 to $500,000.

Mostly positive earnings weren’t enough to shake concerns over rising inflation and a weakening labor market, sending stocks sharply lower during the week.

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US stocks kept their positive momentum, reaching further new highs thanks to strong corporate earnings and optimism over trade deals.

Whether or not you intend to sell, structuring your business as if you might one day exit is a smart financial strategy.

Passing wealth to future generations requires thoughtful planning. Here’s how to create a legacy that lasts.

US stocks took a breather from their recent run, with the S&P 500 falling on Friday after reaching another all-time high on Thursday to end the week down -0.3%.

Suddenly managing the finances after a major life change—like widowhood or divorce—can feel overwhelming. With the right guidance and a clear plan, it’s possible to regain confidence and take control of your financial future.

US stocks registered another all-time high on the holiday-shortened week, propelling the S&P 500 to close at 6,279 with a 1.7% gain.

Whether you’re considering an exit in the next year or simply want to be proactive, this checklist will help ensure that your personal financial life is as well-structured as your business operations.

US stocks once again shrugged off geopolitical and economic concerns as the S&P 500 hit a new all-time high on Friday to cap off a 3.5% weekly gain.

Conversations about money are rarely just about dollars. They’re about values, priorities, expectations—and sometimes, unspoken tension. That’s why many families, even financially successful ones, avoid them altogether.

Volatility eased but investors remained anxious without clarity on the expected scope and duration of the fighting between Israel and Iran, prior to the weekend’s development of the US entering the conflict.