Winter 2026 Newsletter —
What do this year’s tax changes mean for you? How might election-year headlines, tariffs, or interest rates affect the markets—and your portfolio? We’re here to answer your questions, plus introduce a guidebook, designed to help you shape the legacy you envision.
Your Stewardship Journey
Legacy isn’t just about numbers—it’s about the values and stories you want to pass on. Our new Stewardship Journey Guidebook is here to help you reflect on what matters most and turn those intentions into action.
» Read Article
Mrs. Q: Tariffs, Interest Rates,
& Midterm Elections
Election years can bring plenty of market drama. We break down what history tells us about midterm volatility, tariffs, and interest rates, and what it all could mean for your portfolio in 2026.
» Read Blog Article
Key Dates & Tips for 2026 Tax Planning
Tax season is coming. We’ve pulled together the key dates, limits, and tips to help you stay organized and make filing easier.
» Read Blog Article
How New Tax Rules Could Benefit You
From bigger deductions to more flexible savings options, new tax rules could mean more ways to save, give, and plan for the future. Here’s what’s new and how it might help you.
» Read Blog Article
We’re Growing to Serve You Better
This year, we are making it easier to connect with us by expanding our office locations. We look forward to welcoming you in person.
» Read Blog Article
Looking for More?
» Explore past issues in our Rising Dividend Report Archive.
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