If you’re like many commercial real estate executives we meet, being a “business owner” isn’t how you’d describe your work. You’re part of a major firm, managing clients, and pushing revenue—not sitting around thinking…
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What Is Tax Alpha and Why It Matters for Your Portfolio
When most investors hear the word “alpha,” they think performance. It’s the classic measure of how much value a portfolio manager or investment strategy adds beyond what the market already provides. That kind of…
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Q&A: Should I Include Private Equity and Credit in My 401(k)?
Private equity, credit, infrastructure, real assets, and other private investments have long been inaccessible for most average investors. In fact, for decades, these alternatives have been largely reserved for institutions and ultra-high-net-worth investors. But…
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How Private Investments Are Reshaping Retirement for High‑Income Earners
Market volatility has a way of testing even the most well-structured retirement plans. When equities swing and bonds fall short, what once felt like a balanced portfolio can suddenly look vulnerable. High-income earners who’ve…
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Balancing Risk and Opportunity: Is Crypto Worth a Spot in Your Portfolio?
If you’ve been working hard, carving out a successful career, and building wealth the old-fashioned way, talk of investing in cryptocurrency probably raises some red flags. The volatility, regulatory uncertainty, and stories of hacked…
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Donor Advised Funds: What to Know Ahead of 2026 Tax Law Changes
For years, the rules around charitable giving have held steady. But starting in 2025, upcoming tax code changes could impact not just how much you give—but also when and how you give. If you’re…
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Q&A: Smart Ways Business Owners Can Save for Their Children
Q. I’ve heard there are ways I can use my business to start saving for my kids. What is the best way to do this? A. That’s smart thinking! It takes true entrepreneurial spirit…
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How to Choose the Right Financial Advisor for Your Future
Not all financial advisors are created equal, and choosing the wrong one can cost you more than just money. From investment guidance to tax strategies and retirement planning, the right advisor becomes a long-term…
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How Alternative Investments Can Strengthen Your Portfolio in Your 30s and 40s
Q: What role should alternative investments play in the portfolio of a married couple in their thirties or forties looking to diversify and manage risk? A: First off, I want to commend you for…
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What’s in the One Big Beautiful Bill? A Quick Recap
Signed into law on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) represents the most sweeping tax overhaul in recent years—since President Trump’s first-term Tax Cuts and Jobs Act (TCJA). Clocking in…
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