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There are few industries in the world that have accomplished what the US commercial aviation industry has—an almost perfect record of safely delivering passengers at heights of five miles and at speeds in excess of 500 miles per hour—and it has  done so year-after-year. According to the Aviation Safety Network, “2019 was one of the safest years ever for commercial aviation.” This checklist defines what you and your family can do in times of financial uncertainty in order to prepare fo

The recent introduction of the Name, Image, and Likeness (NIL) policy has revolutionized the world of college sports. Now, student athletes have an unprecedented opportunity to earn from their personal brand while still in school. This policy is not without its controversy, with detractors arguing that marketing opportunities distract athletes from their education and sport, but that hasn’t slowed the pace of contracts offered to athletes. So, here are six things we recommend student athletes c

Technology has been exponentially growing since the 60s, doubling every one and a half to two years.[i] Each technological innovation expands the world of possibilities while concurrently increasing efficiency. As a recent example, Artificial Intelligence (AI) tools can learn to solve problems and answer complex questions within seconds – faster than any human could. While it is true that rapidly advancing technology like AI will continue to shape the future, the exact impact is yet to be seen.

Recap The third quarter brought back volatility after a first half rebound, with stocks and many bonds giving up some, and in many cases, all year-to-date gains. Pain came towards the second half of the quarter, post-earnings season. This recalls a common refrain from a mentor and former colleague who would quip in various ways at the start of any quarter that the best time for stocks was when focus was on fundamentals and actual reported earnings. Market attention wanders toward other headlin

Episode 4 features Cobi Blumenfeld-Gantz, the co-Founder and CEO of Chapter, a technology-enabled Medicare and retirement navigation platform.

As we approach the end of 2023, you should aim to maximize your opportunities to transfer wealth to your children or grandchildren, accomplish your charitable goals, and engage in smart income tax planning. With that in mind, here is a checklist of five action items to consider before year-end: 1. Make Annual Exclusion Gifts The IRS gives you a gift tax annual exclusion each year, and in 2023, the annual exclusion is $17,000 per donee. This means that you can gift up to $17,000 per donee withou