Blog

Navigating the Big Beautiful Bill and Key Tax Changes

The Big Beautiful Bill has made waves by overhauling key aspects of the tax code, with particular impact on high earners. Significant changes include the return of the Alternative Minimum Tax (AMT), new estate planning provisions, and shifts in deductions. Here’s what’s changed, what’s stayed the same, and what actions you can take before 2026 to minimize your tax burden.

Liberalism and Capitalism: Compatible Ideals or a Tense Alliance?

Capitalism drives innovation and wealth, but liberal values help ensure those gains aren’t concentrated at the top. Being a liberal capitalist isn’t a contradiction—it’s a recognition that economic systems need balance. Without guardrails, capitalism can undercut its own promise.

Understanding the Role of Alternative Investments in Your Strategy

Alternative investments can offer unique benefits, but they’re not a shortcut to financial success. Without a strong foundation and clear strategy, they often lead to avoidable losses. When used thoughtfully, they can support long-term goals as part of a well-balanced portfolio.

The Infinite Banking Concept Is a Complex Strategy with Limited Benefits

The Infinite Banking Concept (IBC) is often marketed as a strategy for building wealth and gaining financial control by leveraging whole life insurance. While it promises tax advantages and stable returns, the reality involves high costs, delayed benefits, and significant complexity. This piece breaks down how IBC works, the risks it carries, and why it may be a poor fit for most investors outside of a specific financial profile.

The Danger of Financial Celebrity Advice

Financial influencers can be motivating, but what works for them may not work for you. Broad, one-size-fits-all advice often overlooks the complexity of your income, goals, and risk tolerance. Even well-intentioned tips can backfire without personalization. A smarter move? Get guidance grounded in your reality, not someone else’s headline.

Types of Financial Advisors: How to Choose the Right One for Your Financial Goals

Not all financial advisors are the same. Learn the key differences between fee-only fiduciaries, insurance agents, and commission-based representatives—plus how to choose the advisor best aligned with your goals. Avoid hidden fees and sales-driven advice with this essential guide for investors who want trusted, personalized financial planning.