Our Insights
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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.
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Rapid Response on tariff ruling
Following the U.S. Supreme Court’s tariff ruling, here’s how our investment team is assessing the market implications.
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Technology on Your Terms
You’ve spent decades building expertise in your field, raising a family, and contributing to your community, and you’ve adapted to plenty of change along the…
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Handling Your Inheritance: Five Key Moves
Most articles on inheritance focus on those leaving the assets behind, covering trusts, estates, and leaving a legacy. But what about the person on the…
