Our Insights
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Benefits of proactive tax planning with Matt Doran and Steven A. Jarvis, CPA
Matt Doran was a guest on the Retirement Tax Services podcast. Listen to their discussion on topics like why advisors should review client tax returns…
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Fuller, Not Busier: Being Spontaneous in Retirement
Ask any happy retiree what they love most about this stage of life, and you’ll rarely hear them talk about their daily routine. They’ll talk…
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What is a Trump Account, and Should You Open One for Your Child?
If you’re a parent or grandparent reviewing child savings account options, you’ve probably heard about Trump Accounts. Created under the One Big Beautiful Bill Act…
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Prism: 2026 Q2 Brief
Our Investment Team offers thoughts on managing taxes with asset location, the implications of the Iran war, and more.
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The QBI deduction isn’t a tax strategy — it’s an advisory strategy
Most business owners treat the QBI deduction as a tax line item. In reality, it’s an advisory strategy that rewards coordination, timing, and multiyear planning…
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Press Release – International Women Day Campaign
&Partners calls on the industry to recruit and steward more women financial advisors and help close the looming advice gap.
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Dogs: A Retiree’s Best Friend
Transitioning from a lifelong career into retirement is exciting. It can also be disorienting. The structure, schedule, and sense of purpose that once shaped your…
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Filing a Tax Extension: Strategy or Setback?
There is a moment every April when the calendar starts to feel less like a reminder and more like a verdict. Tax Day is approaching,…
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Rapid Response on Iran escalation
Following U.S. military strikes on Iran, our investment team outlines three key investment implications.
