Mark Gordon | April 27, 2026
The first quarter of 2026 left many investors uneasy. Although equity returns were modestly negative – global stocks dropped 3%1 – many of our clients have grown increasingly worried. We’re not surprised. In late February, the United States began a bombing campaign in Iran.2
Pat Phillips | April 26, 2026
A significant generational wealth transfer is underway, and many families are navigating what it means to receive an inheritance. For married couples in California, one point is especially important to understand. California is indeed a community property state. However, an inheritance received outright is generally considered separate property.
Clegg Hubbell | April 25, 2026
For high performers, mental health tends to erode quietly through constant decision-making, context switching and lack of recovery time. The solution is not to layer on more “wellness tasks,” but to build systems that protect cognitive bandwidth and emotional stability.
