How to Maximize Your Generosity Before the 2026 Cap Kicks In

How to Maximize Your Generosity Before the 2026 Cap Kicks In

The One Big Beautiful Bill (OBBB) will usher in many changes. The most significant involve updates to the U.S. tax code in regard to charitable deductions for philanthropically minded Americans. High-net-worth donors must contend with stipulations coming into effect on January 1, 2026: New floor on deductions for itemizers. Philanthropic donations at or below 0.5% … Read more

Client Challenge

Client Challenge

Client Challenge JavaScript is disabled in your browser. Please enable JavaScript to proceed. A required part of this site couldn’t load. This may be due to a browser extension, network issues, or browser settings. Please check your connection, disable any ad blockers, or try using a different browser. #Client #Challenge

Some lenders are offering 6%, or lower, on 30-year loans

Some lenders are offering 6%, or lower, on 30-year loans

Mortgage rates are touching 6%, and even below, at some lenders. According to Zillow, the national average 30-year fixed mortgage is 6.00%. The 15-year rate is 5.50%. Shop two or three lenders to get your best interest rate offer. Here are the current mortgage rates, according to the latest Zillow data: 30-year fixed: 6.00% 20-year … Read more

Rockefeller Foundation Partners With MrBeast To Target Youth With “Next-Gen” Propaganda

Rockefeller Foundation Partners With MrBeast To Target Youth With “Next-Gen” Propaganda

Dr. Rajiv J. Shah – former USAID administrator and onetime head of agricultural development at the Bill & Melinda Gates Foundation, now president of the Rockefeller Foundation – announced a “next-gen storytelling” partnership with the world’s top YouTube creator, MrBeast. “Proud to announce our partnership with @BeastPhilanthr, bringing together a storied history of improving billions … Read more

Government Research Cuts Hit Older Adults

Government Research Cuts Hit Older Adults

The pace of medical advances for older adults is slowing, according to experts who say research is being throttled by government budget cuts, federal worker layoffs and frozen or canceled grants. “These cuts to research are going to have a significant negative and enduring impact on the health and well-being of all Americans and, perhaps … Read more

NZAC and URTH Both Offer International Exposure, But With Differing Goals and Diversification

NZAC and URTH Both Offer International Exposure, But With Differing Goals and Diversification

Key Points NZAC charges a lower expense ratio than URTH and also incorporates an ESG screen. URTH covers more stocks and has significantly higher assets under management, while NZAC weights technology slightly more heavily and includes an environmental tilt. Both funds posted similar one-year returns and yields, but NZAC experienced a slightly deeper five-year drawdown … Read more

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