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Using QCDs to Unlock the New Senior Tax Deduction

Using QCDs to Unlock the New Senior Tax Deduction

The One Big Beautiful Bill Act (OBBBA) has brought about many new tax planning opportunities and challenges. With the arrival of a new temporary senior deduction, taxpayers age 65 and older should start discussing ways to manage their modified adjusted gross income...
Key Investment Themes in 2026

Key Investment Themes in 2026

In this video, Focus Partners’ Jason Blackwell shares some reflections on 2025 and explores themes to watch out for in 2026. On paper, it was a great year for investors. Looking back on 2025, it may be easy to forget just how challenging it felt at times. Click here...
Turning DAFs Into Impact

Turning DAFs Into Impact

Donor-advised funds are increasingly popular, but many donors struggle with how to deploy their balances effectively. This guide, from Schwab’s DAFgiving360, helps you clarify your giving priorities and select charities in a way that brings focus, confidence, and...