Owners of family businesses sometimes find themselves spending more time working in the business than working on it, specifically on ensuring its lon…

Being an entrepreneur provides the opportunity to express your creativity and values through the work you do and to have ownership over every stage o…

03-17-2026. As women live longer and increasingly inherit wealth, Pratik and Leila discuss the essential estate planning documents every woman should…

02-03-2026. Mike, Pratik and Michelle discuss key takeaways from the 60th Annual Heckerling Institute on Estate Planning.Recent Developments from He…

On July 4, 2025, President Donald Trump signed into law the “One Big Beautiful Bill Act” (H.R.1), While over 900 pages, the following summary address…

12-16-2025. Strong 2025 market momentum is expected to carry into 2026 despite ongoing risks.2026 Outlook: Why Stop Now? Despite a number of marke…

02-24-2026. The U.S. economy is gaining momentum into 2026, with strengthening manufacturing, services, jobs, housing, and consumer spending supporti…

Raising capital is one of the most important aspects of launching and scaling a successful business. While there are many potential sources of fundi…

As a business owner, you wouldn’t operate without a clear vision and strategic plan. You wouldn’t embark on a new initiative without first reviewing …

01-20-2026. Risk Assets Find Support Amid Strong Growth and Easing InflationEquity market momentum has shifted to small and mid-cap equities – …