Public Policy and World Affairs

The One Big Beautiful Bill is now law. Here's what it could mean for you — and how you can respond with strategy and purpose.

The Gold Card Visa could revolutionize investment-based US residency. Learn its tax implications and policy challenges that could shape it.

Our thoughts on the collapse of Silicon Valley Bank, it's implications on the banking sector, and the broader historical context.

By the time the National Bureau of Economic Research declares the economy to be in recession (based on incoming economic data), markets are likely to be well off their peak already.

There are time-tested tenets of investing that not only held true for this past decade but have endured since the dawn of modern stock market investing.

Our principles can be applied over and over in similar circumstances, acting as beacons that guide our actions when faced with difficult choices in uncertain times. Our principles are grounded in fundamental beliefs regarding the most objective, reliable, and efficient way to help our clients reach their goals.

When it comes to investing, simplified rules of thumb (e.g., sell bonds when interest rates are about to rise) are unlikely to yield superior long-term results.

You may qualify for an exemption to the WA Cares Fund LTC tax, potentially resulting in thousands of dollars in annual savings.

Nearly 70 percent of Americans ages 65 and older will eventually need long-term care, often at an exponential cost.

We explore the recent inflation readings and explain how we account for inflation in our investment strategy and long-term planning analyses.