Quiet Wealth Insights
Estate Taxes and Gift Taxes in 2026: The Basics of What High-Net Worth Households Need to Know
The nitty-gritty details of what high-net worth households need to know about estate taxes and gift taxes.
5 Takeaways from Basis Northwest on Taxable Wealth Problems - Tax-Aware Long Short and Other Solutions
The Basis Northwest conference provided an unparalleled opportunity for wealth managers to understand advanced tax-deferment and tax-minimization investment strategies. But questions remain on the appropriateness of riskier strategies for many clients and how the inclusion of these strategies affects the larger investment strategy.
The Case Against Adding Bitcoin to Your Investment Portfolio
The sober case for adding bitcoin to a diversified portfolio remains challenging. At best, bitcoin remains a highly speculative investment increasingly correlated with the stock market that may eventually have real-world applications. But right now, the investment thesis remains very weak, especially relative to past and present game-changing technologies.
Seven Risks That Threaten Working-Age Household Finances More Than the Stock Market
Most working-age people focus too much on stock market investment risk and not enough on the many non-investment risks to household finances.
Retirement Investment Planning May Be Changing for Many Wealthy Childless Households
For many wealthy childless households, investment planning is not as straightforward as looking at risk tolerance and risk capacity. That’s especially true in today’s investing environment.