The Next Generation of Wealth Transfer: 2026 Readiness

Published on February 26, 2026

For years, affluent families planned under the assumption that the federal estate and gift tax exemption would “sunset,” forcing a return to lower thresholds and triggering a race against time. That urgency has shifted.

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So Many Dollar Bears

February 26, 2026
After peaking above 114 in September 2022, the dollar index has spent the last several years drifting lower, touching 96 a few weeks ago before stabilizing at 97.68 as we write. Much of that move has stemmed from weakness relative to the euro specifically.

Quality = Value

February 26, 2026
By the end of 2025, the U.S. equity market had been narrower for longer than during the Technology Bubble. One might assume this long stretch created unusual valuations and overlooked opportunities. In RBA's February insight, we explore how growth and value companies have shifted over time and why today's markets may no longer force investors to choose between quality and dividends.