AI Poised to Revolutionize Tax Preparation

Adam Wisniewski — Tax experts anticipate AI will create a new level of efficiency for taxpayers with complex filing needs.

Event Driven Investing: Opportunity in Market Uncertainty

A Presentation By

Thomas Kirchner & Paul Hoffmeister

Camelot Advisors

Bond Markets Shrug Off California Budget Shortfall

Andrew Barber — Despite a surprise shortfall in tax revenues, a wave of tech sector layoffs, and headlines about high-earners fleeing the state, bond investors remain bullish on the Golden State.

Need Help Planning For A Family Member With Special Needs? Qualified Advisors Are Rare

Emily Carmichael — Families have tax-advantaged tools available to help them build a financial plan for loved ones requiring lifelong care. Finding an advisor to help them navigate the process isn’t easy.

Growth Deserves a Premium

Andrew Barber — John Frankel of ff Venture Capital discusses the challenges facing early-stage investors in 2023 and explains why his firm is continuing to fund young companies.

New Advisors Spring up to Help Catholics Bridge Faith and Finance

Emily Carmichael — Wealth managers catering to Catholic investors are among the increasingly diverse values-based advisor community.

Apartment REITs Rebound

Rich Blake — The Battered Real Estate Trust Sector has outperformed in early 2023 but has much further to go to regain last year’s lost ground.

As Wealthy Clients Head South, Advisors Follow

Emily Carmichael — Wealth Managers and Attorneys play catch up as high-earners flee for low-tax states.

Investors Brace for Debt Ceiling Showdown in a Redo of 2011

Adam Wisniewski — Fresh data adds urgency to debt ceiling negotiations on Capitol Hill

At the Intersection of Wealth & Responsiblity

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