As we settle into 2026, this month’s newsletter brings insights to help you think ahead with confidence. We cover key Social Security benefit and tax changes that may affect planning, a quarterly outlook on economic growth and job market trends, and an accessible look at the risks and implications of concentrated stock holdings.
2026 Social Security Changes: Tax and Benefit Strategies for High-Net-Worth Individuals
Explore how 2026 Social Security changes affect high-net-worth individuals and learn tax benefit strategies to maximize lifetime income.
The Risks of Concentrated Stock
One of the most overlooked portfolio risks tied to career success is concentrated stock from equity awards. While equity regards offer many benefits, too much reliance on one company can create financial vulnerability. Thoughtful planning helps preserve flexibility and protect long-term goals.
Quarterly Outlook: Economic Growth Remains Strong Despite Slowing Job Market
Even though unemployment rose in the third quarter of 2025, the U.S. economy showed strong momentum due to robust consumer spending. Our Quarterly Outlook explores the risks, sources of stability, and key areas to watch as we enter into 2026.