by Shiree Hirsch | Feb 20, 2026 | Navigating Key Milestones
How a $100,000 Gift Affects College Financial Aid in 2026 Grandparents often want to help fund their grandchildren’s future — whether for college or other life milestones. With the annual gift tax exclusion at $19,000 per recipient in 2026 ($38,000 for married...
by Shiree Hirsch | Feb 16, 2026 | Advanced Wealth Strategies
Executive Summary Large equity concentration — whether from company stock, founder shares, or a single high-performing holding — remains one of the most common and costly risks facing high-net-worth investors in 2026. While concentrated positions have fueled...
by Shiree Hirsch | Jan 16, 2026 | Advanced Wealth Strategies
In 2024, Americans donated a remarkable $592.5 billion to charitable organizations — a figure that does not include informal gifts to family and friends. Charitable giving remains a vital part of both our economy and personal financial strategies. People give for many...
by Shiree Hirsch | Jan 15, 2026 | Navigating Key Milestones
What Is a “Liquidity Moat”? For families whose wealth is primarily tied to a closely held private business, a liquidity moat is a dedicated, conservatively managed portfolio of publicly traded securities. Typical holdings include U.S. Treasuries, high-quality...
by Shiree Hirsch | Jan 9, 2026 | Market Outlook
January 9, 2026 2025 in Review: A Year of Contrasts 2025 was a year of sharp contrasts. Economic growth slowed markedly, yet equity markets posted strong gains, propelled by extraordinary investment in Artificial Intelligence (AI) infrastructure. The period was marked...
