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What is a Trump Account, and Should You Open One for Your Child?
If you’re a parent or grandparent reviewing child savings account options, you’ve probably heard about Trump Accounts. Created under the One Big Beautiful Bill Act and signed into law in July 2025, they’re a new federal investment vehicle for children, with a notable hook: a $1,000 government seed deposit for eligible newborns.5 The question worth…
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Gardening in Retirement: A Hobby Worth Digging Into
Retirement opens up the time to try new things. The question is what to do with that time. Gardening in retirement has become one of the most popular answers, and for good reason. It gets you outside, gives you something to tend to each day, and produces results you can see. And in the case…
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Your Portfolio Was Built for This
When markets swing sharply, the instinct to do something feels almost overwhelming. People check their balances more often. They sometimes move money to cash. These reactions are completely understandable, and they’re also among the most reliable ways to turn a temporary market decline into a permanent loss. Staying calm during market volatility isn’t about ignoring…
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Filing your taxes isn’t the finish line — it’s the start of strategic planning, says &Partners
&Partners reminds advisors and their clients that tax season doesn’t end with filing, it marks the start of strategic, long-term planning. AdvStream_PR_TaxFiling_04212026Download
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The advisor advantage in an AI-driven world
Human advisors deliver the trust, empathy, and strategic thinking clients want — and technology can help make them better at it. JAlexander_Adv.Advantage_04202026Download
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&Partners flags college pipeline gap in push for more women advisors
Kristi Mitchem shares with InvestmentNews what it will take to bring more women into wealth management. AdvStream_InvestmentNews_03232026Download
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The QBI deduction isn’t a tax strategy — it’s an advisory strategy
Most business owners treat the QBI deduction as a tax line item. In reality, it’s an advisory strategy that rewards coordination, timing, and multiyear planning — a generous deduction hiding in plain sight.
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Prism: 2026 Q2 Brief
Our Investment Team offers thoughts on managing taxes with asset location, the implications of the Iran war, and more.
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Filing a Tax Extension: Strategy or Setback?
There is a moment every April when the calendar starts to feel less like a reminder and more like a verdict. Tax Day is approaching, and for some, the return isn’t ready. The instinct for many high achievers is to push through, rush the process, and get it done. After all, asking for more time…
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