How to Simplify an Estate Plan with a Beneficiary Review

Published on January 30, 2026

Estate planning often sounds like something only wealthy families need to worry about. The federal estate tax exemption increased in 2026 under the One Big Beautiful Bill Act (OBBBA)—now shielding estates under $15 million for individuals and $30 million for married couples.

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A Cold January, but the Stock Barometer Remains Positive

January 30, 2026
As a wave of inclement weather sweeps across much of the U.S., investors are also navigating a seasonally important period for markets. Much like winter storms can influence travel patterns and economic activity early in the year, January’s market performance has long been viewed as a potential signal for what lies ahead.

The Private Credit Playbook: A Clear Look at the Fastest-Growing Corner of Fixed Income

January 30, 2026
Private credit has grown from a small niche market to a major slice of the financial asset pie. Not many people outside of institutional finance talked about it twenty years ago.