The True Heart of Business: My Wealth Management Experience
Throughout my internship experience with DWM, I gained valuable firsthand insight into the world of wealth management. I discovered the deep importance of relationships and trust in building long-term success for both clients and advisors. Below, I walk through my experience and the lessons I gained from this incredible opportunity.
Charitable Giving Strategies and New Tax Rules for Donors
As many charitable organizations continue capital campaigns and major fundraising initiatives, donors are increasingly asking about the current tax implications of charitable giving. Recent tax legislation has introduced several new rules that may affect both cash and non-cash charitable contributions, while long-standing planning opportunities involving appreciated assets and Qualified Charitable Distributions (QCDs) remain extremely valuable.
Fusion Energy: Breakthrough Technology or Premature Investment?
At a recent meeting, a client asked our team, “What do you think about nuclear fusion? Is there an investment opportunity there?” It was a great question, so we decided to take a closer look. For decades, fusion energy has been described as the ultimate energy dream: clean, abundant, reliable power with no carbon emissions and far less long-lived radioactive waste than traditional nuclear fission. The joke, of course, has always been that fusion is “30 years away and always will be.” That joke is starting to feel a little less certain.
Tax and Planning Strategies for 2026: Key Opportunities to Consider Now
As we continue working with our DWM clients on their 2026 income tax planning, some tax changes for 2026 have produced some really good opportunities for individuals and families to consider.
Below are some of the most important developments—and the strategies you should be thinking about right now.
2025 Taxes Done — Time to Work on 2026
We love preparing tax returns for our clients. Sure, there are a few “fire drills” in the final days before April 15 (see our team photo above), but even those are part of the process. It’s always a sprint to the finish but I’m happy to report things went great for our clients and us. We truly enjoy the work.
IRS Refunds and Payments- Time to Go Digital
Paper checks are going out. Use of direct deposit and withdrawal is getting stronger.
According to a recent WSJ article, the IRS is accelerating a shift that’s been years in the making: moving away from paper checks and toward fully electronic payments.
DWM 1Q26 Market Commentary: A Quarter of Sudden Change & Wide Dispersion
The first quarter of 2026 began on a strong note. Across equities, fixed income, and alternatives, markets moved higher through the early part of the year. For a time, it appeared that the positive momentum from late 2025 would carry into the new year.
How organized is your financial and business life — really?
How organized is your financial and business life — really?
Most people have investments, a tax preparer, and a plan … but they’re not working together. Take 60 seconds to see how coordinated your financial life is.
COLLEGE PLANNING 101 (2026 edition)
Kids cost a lot. As financial planners, we know the expected average cost that a child can be to a family. As a parent, I know that the actual figure can be much more than that average. In this blog, I will talk about one of the highest costs involved for many parents: college
Finding Your Financial “Pot of Gold”: How Much Should You Really Be Saving?
It’s one of the most common financial questions we hear…and for good reason. With so many rules of thumb floating around, it can be hard to know what actually applies to you.
If there were a pot of gold at the end of the rainbow labeled “Retirement,” we’d all just follow the map and call it a day. Unfortunately, building wealth doesn’t work that way…