Brandon Anderson

09/15/2026

Remember the deadline everyone was planning around, the one that was going to cut how much you could leave your family free of tax roughly in half starting this year?

It never happened. The One Big Beautiful Bill Act, signed into law on July 4, 2025, removed the expiration date and set a new number going forward.

For 2026, that number is $15 million per person, or up to $30 million for a married couple if the surviving spouse makes the portability election. Starting next year it adjusts for inflation.

If you made big moves to beat the old deadline, that planning is probably still working for you, just for different reasons than the calendar.

If you never got around to it, the federal number is a lot higher than most people think. That's only one piece of a plan, though.

Either way, the stuff that matters most for most families hasn't changed a bit: who's listed as your beneficiaries, how your assets are titled, and whether your estate documents still say what you actually want.

Those are the things that could quietly go wrong.
If nobody's looked at your plan in a few years, now's a good time.

Disclosure:
This content is for general educational purposes only and does not constitute tax, legal, accounting, or investment advice, nor a recommendation for any individual. Estate and gift tax exemptions, state level estate and inheritance taxes, and planning outcomes vary based on marital status, state of residence, how assets are titled, and other factors, and are subject to change. Consult your own CPA, tax professional, or legal professional regarding your specific circumstances.

01/12/2026

Advisors are choosing independence, and clients are following.

More than 15,800 RIAs now serve 68.4 million clients, and that number keeps climbing. The reason is simple: advisors want freedom to innovate, use better technology, and build cultures that put clients first.

In Wealth Management's 2026 Market Outlook, our CEO Brad Vineyard breaks down why the RIA model is reshaping the future of wealth management and what this shift means for advisors and investors alike.

Read the full article to see what is driving the move and where the industry is headed next.

This link will take you to a page that’s not on LinkedIn

11/17/2025

The recent government shutdown was the longest of all time, beating the prior record of 34 days in 2018 according to the US House of Representatives. Some clients have started asking me about the impact the prolonged shutdown will have on the market.

The truth? Probably not all that much.

While the impact of the shutdown is certainly starting to trickle into real life — just ask anyone with travel plans recently — markets historically haven’t been strongly correlated with shutdowns. In fact, in both 2013 and 2018, markets actually rose during the shutdown period.

My advice to clients is always the same: Stay calm. Trust your portfolio. And remember ups and downs in the market are inevitable, whether there’s a shutdown or not.

11/11/2025

Happy Veterans Day! 🇺🇸
Today, we honor the brave men and women who’ve served our nation with courage and sacrifice. Your dedication keeps us free. Thank you for your service.

09/23/2025

We’ve all chased the dream of a magic number:

“Once I hit $5M, I’ll be set.”

“When my portfolio grows, I’ll start living.”

But here’s the reality: wealth without purpose is just digits in an account. No dollar amount feels like “enough” if it’s not tied to what drives you.
Ask yourself:

🌱 How can your wealth fuel what matters most to you?
🌱 Who will your resources empower—now or in the future?
🌱 What mark do you want your wealth to leave on your family?

These aren’t just questions—they’re the blueprint for a meaningful financial life. When your wealth reflects your values, every investment, every savings goal, every decision becomes a step toward a legacy that outlasts you.

Take a moment now: jot down one answer to each question. Let those answers shape your next financial choice. Because wealth aligned with purpose isn’t just about growing your fortune—it’s about building a life that matters.

09/19/2025

We didn’t just want to create another advisory firm; we wanted to build something different.

That meant hiring not just great advisors, but great partners, people who are collaborative, curious, and committed to long-term relationships. It meant focusing on education, transparency, and independence. And it meant building an organization where clients feel heard, known, and valued.

We believe the future of wealth management is personal. And that future starts here.

Meet our team: https://lnkd.in/eczA8Rm5

09/11/2025

Today we remember the lives lost on September 11, 2001, and honor the incredible unity and strength our nation showed in the days that followed. We will never forget.

09/10/2025

High earners today face unique challenges: student loans, equity comp, taxes, and the need to start building wealth early. Astra STARs exists to help ambitious professionals take control before opportunities slip away. The best time to start was yesterday. The next best is today.

https://www.astrawmg.com/

08/28/2025

Each year, Charles Schwab surveys thousands of Americans to understand how they define and pursue wealth. And in the 2025 Modern Wealth Survey, one insight stood out:

📌 People who save, invest, and have a financial plan are significantly more optimistic about their ability to achieve wealth.

That might seem obvious at first glance. But look closer, and it’s actually a powerful reminder of how mindset and clarity shape outcomes just as much as dollars and cents.

Here’s what it really means:

Two people can have the exact same income, the same assets, and the same expenses — but the one with a plan will feel more confident, more secure, and more in control.

Why?
Because a plan creates direction.
Direction reduces doubt.
And that’s when something interesting happens:
Money stops feeling like a source of stress and starts feeling like a tool for possibility.

08/11/2025

I work with clients who’ve built tremendous success. But the real question is: What happens next?

Legacy planning is about more than tax efficiency. It’s about articulating your story, passing on your principles, and preparing the next generation to be wise stewards of what you’ve built.

We facilitate family meetings, develop philanthropic frameworks, and work alongside estate professionals to ensure that your impact doesn’t end when your life does. True wealth is generational, both in assets and ideals.

Astra