Brian J. Alleva Wins FPA Award For Research On Social Security Claiming For Spouses

Published on August 12, 2026

Claiming strategies are complex. This Montgomery-Warschauer Award winner hoped to optimize them.

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Long TIPS Yield 3%. Time to Buy?

August 12, 2026
As we write this, long TIPS yields once again yield 3.0% and, as in 2008, these rates may not last long. That means: You snooze, you lose. The time to buy TIPS is now. In this article, we lay out the options and make recommendations.

Grady-White Boats Owner Gifts $400M Enterprise to Purpose Trust in Lieu of Sale

August 12, 2026
The transaction will help preserve the company’s culture while generating substantial charitable impact.