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The SECURE Act 2.0: Individuals

The “Consolidated Appropriations Act, 2023,” a $1.7 trillion omnibus spending bill that included the highly…
Bret Tagg
Bret TaggFebruary 1, 2023

The Power of Simplicity

Let’s make 2023 the year of organization! From remembering the endless list of websites and…
Molly Bohrer
Molly BohrerNovember 22, 2022

Tax-Efficient Charitable Giving

Charitable giving is of great importance to many. Implementing tax planning strategies for the charitably…
Bret Tagg
Bret TaggSeptember 22, 2022

Remembering David Swensen

Remembering David Swensen David Swensen, long-time Chief Investment Officer of the Yale Endowment, passed away…
Dustin Barr
Dustin BarrMay 13, 2021