Estate planning has a hidden trade-off: shed the estate tax or keep the step-up in basis. You rarely get both. The best choice depends on your federal exposure, your state's rules, and whether you're in a community property state.

Bond yields have surged in 2026 as rate-cut expectations flipped to rate-hike concerns. Explore what's driving this shift—fiscal deficits, AI-fueled corporate borrowing, competing global yields—and why we still see opportunity in fixed income today.

Washington's new 9.9% millionaires tax launches January 1, 2028. With limited time to act, high earners have a critical planning window. Explore five essential strategies—from business structures to relocation decisions—that could make a significant difference.

Turning what you love into what you do for a living sounds simple until you try it. The honest answer is rarely yes or no — it usually depends on how flexible you are about the shape your passion takes.

Every common objection to 529 plans holds up under scrutiny: the lock-up, the mediocre investments, the uncertain payoff. Here's why savvy investors fund them anyway, and how new rules like Roth rollovers make the trade-off worth it. 

What do a war in the Middle East, a semiconductor boom, and a more tight-lipped Federal Reserve have in common? Together, they're the three forces behind nearly every bout of market volatility we've seen this year.