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Guy M. Clanton
Guy M. Clanton   October 27, 2026
When An Aging Parent’s Needs Begin to Change: Planning Before a Crisis 
The holidays have a way of bringing families together. They can also make changes in an aging parent or other family member more noticeable. Perhaps Mom seems a little less confident behind the wheel. Dad is having difficulty keeping track of bills. A once-spotless house isn’t quite as well maintained. Or maybe nothing is obviously […]
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Alexandra H. Ollinger
Alexandra H. Ollinger   October 27, 2026
What if the Prenup is the Risk?
If you’ve spent years building and protecting family wealth, your child’s engagement may bring a new worry: What happens to those assets if the marriage ends? A prenup may seem like the obvious safeguard. But when treated as the automatic price of marrying into wealth, it may do more harm to the couple’s relationship than […]
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Lauren M. Niestradt
Lauren M. Niestradt   October 13, 2026
Forming Your Own Investment Philosophy 
Most people don’t sit down one day and decide, “This is my investment philosophy.” Instead, our ideas about investing (and money in general) tend to develop over time. They may be shaped by our parents, our first experiences with money, a previous advisor, the financial news we consume, or dialogue we see on social media.   But […]
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Guy M. Clanton
Guy M. Clanton   October 13, 2026
Offered A Voluntary Separation Package? Ask These Three Questions
A voluntary separation package is a financial offer given to an employee who voluntarily resigns from their job. It’s often given as an alternative to layoffs or as a way for the employer to downsize their workforce. These packages usually come with compelling incentives beyond just a financial payout. If you’re reviewing a separation package […]
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Kate Brownstein
Ted Parchman
Kate Brownstein and Ted Parchman   August 4, 2026
2026 P&G LTIP and STAR Award Election: Weighing Your Choices
Our P&G team offers analysis on the LTIP and STAR Awards.
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Josh Borges
Josh Borges   July 16, 2026
Trump Accounts: Essentially an IRA for Children
The recently passed One Big Beautiful Bill Act introduced Trump Accounts, a new savings vehicle designed for children under age 18. In the bill, a “Trump Account” is defined as “…an individual retirement account as defined in Internal Revenue Code section 408(a) which is not designated as a Roth IRA.”  Who qualifies for a Trump Account?   Under the law, […]
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Alexandra H. Ollinger
Alexandra H. Ollinger   October 27, 2026
What if the Prenup is the Risk?
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Josh Kommer
Josh Kommer   February 20, 2026
Are Private Investments Right For You?
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Josh Kommer
Josh Kommer   July 14, 2025
Understanding Private Credit
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John Wolfenden
John Wolfenden   June 6, 2025
How Trust Income Tax Impacts Your Family Legacy Planning
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Adam Lipton
Adam Lipton   October 21, 2024
The Next Generation of Wealth: Three Tenets of Multi-Generational Planning
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Alexandra H. Ollinger
Alexandra H. Ollinger   October 8, 2024
Principles for Preserving Legacies Across Generations 
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