Blog & Resources

Last month, my husband and our boys made a quick trip to Dallas to watch Argentina take on Austria. They happened to be sitting in the Argentinian supporters’ section—which they described as absolutely electric. Even better, they were there to watch Lionel Messi score the goals that first tied and then

Over the past couple of months, I’ve had several clients ask a version of the same question. “Amazon is down. Microsoft is down. Nvidia reported incredible earnings. Why aren’t these stocks going up?” It’s a fair question. After all, these are some of the strongest businesses in the

One of the most valuable tax benefits available to families is something called a step-up in cost basis. While the name may sound technical, the concept is actually quite simple and can have a significant impact on how much of an inheritance your loved ones ultimately keep. Your cost basis is generally what you