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A new federal proposal was recently passed by the House and is under consideration by the Senate Finance Committee. It may significantly reshape the estate planning landscape for high-net-worth families. If enacted, this legislation would permanently raise the federal estate tax exemption to $15 million per individual or $30 million
Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations – Rebalancing Rationale Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG).
For many business owners, the company is more than just an asset, it is a legacy built over decades of hard work, risk-taking, and perseverance. Yet despite this deep connection, most owners delay creating a formal succession plan. That hesitation can be costly. According to the Exit Planning Institute, nearly
The Federal Reserve is one of several central banks that set monetary policy across the globe. Its decisions remain a key influence on the direction of markets in 2025. While investors keep an eye on earnings, geopolitics, and consumer data, Fed policy is a key driver of investor sentiment. Understanding
Artificial Intelligence chatbots can be very helpful, but it is important to know where to draw the line when it comes to sharing personal information. While many AI systems are designed with privacy in mind, it is always a good practice to be cautious. Here is a list of things
Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations – Rebalancing Rationale Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG).
Corporate executives often face a unique financial landscape that is shaped by concentrated stock positions, deferred compensation plans, and ever-changing tax implications. While the role demands constant focus on business performance, personal financial life requires just as much strategic oversight. At Gryphon Financial Partners, we work closely with executives to
For many business owners, selling a company is more than a transaction. It is a once-in-a-lifetime event that could define their financial future. Yet too often, owners enter this critical phase unprepared, leaving value on the table or exposing themselves to unnecessary risk. Here are some of the most common
IntroductionThink of the Federal Reserve as the economy’s referee. It sets interest rates and manages the money supply to help ensure a level playing field. “Independence” means the Fed makes calls based on economic conditions, not polls or political agendas. For investors, this separation is vital to protect purchasing power
Overview Trump 2.0 Was Expected to Strengthen the Dollar President Trump was elected on a platform of trade protectionism, a policy which is typically expected to strengthen the home currency. In theory, tariffs reduce the demand for foreign goods. This means fewer dollars being exchanged with other countries into the
For many investors, a tax refund isn’t life-changing, but it can still be a smart opportunity to strengthen your financial plan. Consider putting your return to work in one of these strategic ways: Reinvest It Thoughtfully Use your return to bolster your portfolio. Whether it’s rebalancing asset classes, increasing exposure
Over the past five years, our economic journey has echoed many of the lessons learned from history. From the dramatic interventions during the Great Depression to the rapid responses of the Global Financial Crisis, history teaches us that crises often pave the way for breakthroughs—and the Covid era has been
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