Paul Williams, Financial Advisor at RBC Wealth Management

Paul Williams, Financial Advisor at RBC Wealth Management It is crucial to understand your current picture including your personal as well as financial goals, before developing a wealth management plan.

You need someone you can trust, who understands you and who will put your interests above all else. Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a

bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

Did you know your most important asset may be your income?Life insurance can protect that asset, and itโ€™s important to m...
09/02/2026

Did you know your most important asset may be your income?

Life insurance can protect that asset, and itโ€™s important to make sure your coverage reflects your life today. Itโ€™s not just about having coverage; itโ€™s about having the ๐ซ๐ข๐ ๐ก๐ญ coverage.

๐‘๐ž๐š๐œ๐ก ๐จ๐ฎ๐ญ ๐ญ๐จ ๐ก๐š๐ฏ๐ž ๐š ๐œ๐จ๐ง๐ฏ๐ž๐ซ๐ฌ๐š๐ญ๐ข๐จ๐ง ๐š๐›๐จ๐ฎ๐ญ ๐ฉ๐ซ๐จ๐ญ๐ž๐œ๐ญ๐ข๐ง๐  ๐ฒ๐จ๐ฎ๐ซ ๐ข๐ง๐œ๐จ๐ฆ๐ž ๐ญ๐จ๐๐š๐ฒ.

The insurance policy is not required to receive credit, property or services from any lender or bank affiliates of RBC, and client has the right to choose any insurance provider. Any guarantees, warranties, or product benefits, including benefits allowed by riders, are subject to the claims-paying ability of the insurance company.

Your interest rate may not tell the whole story. If your interest is tax deductible, your after-tax borrowing cost could...
08/28/2026

Your interest rate may not tell the whole story. If your interest is tax deductible, your after-tax borrowing cost could be lower than you think.

Learn more about how strategic borrowing could work for you. https://bit.ly/4xnhwSl

A quick reminder of what RBC Premium Savings delivers to you:โ€ข Earn a competitive yield, currently 3.56% APYโ€ข Deposit $2...
08/24/2026

A quick reminder of what RBC Premium Savings delivers to you:

โ€ข Earn a competitive yield, currently 3.56% APY

โ€ข Deposit $25,000 or more in net new cash into your brokerage account

โ€ข Cash protected with up to $200 million in FDIC coverage

โ€ข Same-day access to your funds through your financial advisor

Simple. Secure. Built into your existing RBC Wealth Management account.

๐˜๐˜ฏ ๐˜ต๐˜ฉ๐˜ฆ ๐˜™๐˜‰๐˜Š ๐˜—๐˜ณ๐˜ฆ๐˜ฎ๐˜ช๐˜ถ๐˜ฎ ๐˜š๐˜ข๐˜ท๐˜ช๐˜ฏ๐˜จ๐˜ด ๐˜ฑ๐˜ณ๐˜ฐ๐˜จ๐˜ณ๐˜ข๐˜ฎ (๐˜ต๐˜ฉ๐˜ฆ โ€œ๐˜—๐˜ณ๐˜ฐ๐˜จ๐˜ณ๐˜ข๐˜ฎโ€) ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต๐˜ด ๐˜ข๐˜ณ๐˜ฆ ๐˜ด๐˜ฆ๐˜ฏ๐˜ต ๐˜ต๐˜ฐ ๐˜ฅ๐˜ฆ๐˜ฎ๐˜ข๐˜ฏ๐˜ฅ ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต ๐˜ข๐˜ฏ๐˜ฅ/๐˜ฐ๐˜ณ ๐˜ต๐˜ฐ ๐˜ฎ๐˜ฐ๐˜ฏ๐˜ฆ๐˜บ ๐˜ฎ๐˜ข๐˜ณ๐˜ฌ๐˜ฆ๐˜ต ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต ๐˜ข๐˜ค๐˜ค๐˜ฐ๐˜ถ๐˜ฏ๐˜ต๐˜ด ๐˜ข๐˜ต ๐˜ฑ๐˜ข๐˜ณ๐˜ต๐˜ช๐˜ค๐˜ช๐˜ฑ๐˜ข๐˜ต๐˜ช๐˜ฏ๐˜จ ๐˜ฏ๐˜ฆ๐˜ต๐˜ธ๐˜ฐ๐˜ณ๐˜ฌ ๐˜๐˜‹๐˜๐˜Š-๐˜ช๐˜ฏ๐˜ด๐˜ถ๐˜ณ๐˜ฆ๐˜ฅ ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต๐˜ฐ๐˜ณ๐˜บ ๐˜ช๐˜ฏ๐˜ด๐˜ต๐˜ช๐˜ต๐˜ถ๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ด (โ€œ๐˜•๐˜ฆ๐˜ต๐˜ธ๐˜ฐ๐˜ณ๐˜ฌ ๐˜‰๐˜ข๐˜ฏ๐˜ฌ๐˜ดโ€) ๐˜ฃ๐˜บ ๐˜™๐˜‰๐˜Š ๐˜ž๐˜ฆ๐˜ข๐˜ญ๐˜ต๐˜ฉ ๐˜”๐˜ข๐˜ฏ๐˜ข๐˜จ๐˜ฆ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต, ๐˜ข ๐˜ฅ๐˜ช๐˜ท๐˜ช๐˜ด๐˜ช๐˜ฐ๐˜ฏ ๐˜ฐ๐˜ง ๐˜™๐˜‰๐˜Š ๐˜Š๐˜ข๐˜ฑ๐˜ช๐˜ต๐˜ข๐˜ญ ๐˜”๐˜ข๐˜ณ๐˜ฌ๐˜ฆ๐˜ต๐˜ด, ๐˜“๐˜“๐˜Š, (โ€œ๐˜ธ๐˜ฆ,โ€ โ€œ๐˜ถ๐˜ดโ€ ๐˜ฐ๐˜ณ ๐˜™๐˜‰๐˜Š ๐˜ž๐˜”โ€) ๐˜ฅ๐˜ช๐˜ณ๐˜ฆ๐˜ค๐˜ต๐˜ญ๐˜บ ๐˜ฐ๐˜ณ ๐˜ท๐˜ช๐˜ข ๐˜™๐˜‰๐˜Š ๐˜‰๐˜ข๐˜ฏ๐˜ฌ (๐˜Ž๐˜ฆ๐˜ฐ๐˜ณ๐˜จ๐˜ช๐˜ข), ๐˜•.๐˜ˆ., ๐˜ข๐˜ฏ ๐˜๐˜‹๐˜๐˜Š-๐˜ช๐˜ฏ๐˜ด๐˜ถ๐˜ณ๐˜ฆ๐˜ฅ ๐˜ข๐˜ง๐˜ง๐˜ช๐˜ญ๐˜ช๐˜ข๐˜ต๐˜ฆ, ๐˜ข๐˜ค๐˜ต๐˜ช๐˜ฏ๐˜จ ๐˜ข๐˜ด ๐˜ฐ๐˜ถ๐˜ณ ๐˜ข๐˜จ๐˜ฆ๐˜ฏ๐˜ต ๐˜ข๐˜ฏ๐˜ฅ ๐˜ด๐˜ถ๐˜ฃ-๐˜ค๐˜ถ๐˜ด๐˜ต๐˜ฐ๐˜ฅ๐˜ช๐˜ข๐˜ฏ. ๐˜”๐˜ฐ๐˜ฏ๐˜ช๐˜ฆ๐˜ด ๐˜ฉ๐˜ฆ๐˜ญ๐˜ฅ ๐˜ต๐˜ฉ๐˜ณ๐˜ฐ๐˜ถ๐˜จ๐˜ฉ ๐˜ต๐˜ฉ๐˜ฆ ๐˜—๐˜ณ๐˜ฐ๐˜จ๐˜ณ๐˜ข๐˜ฎ ๐˜ข๐˜ณ๐˜ฆ ๐˜ฏ๐˜ฐ๐˜ต ๐˜ค๐˜ฐ๐˜ท๐˜ฆ๐˜ณ๐˜ฆ๐˜ฅ ๐˜ฃ๐˜บ ๐˜š๐˜ฆ๐˜ค๐˜ถ๐˜ณ๐˜ช๐˜ต๐˜ช๐˜ฆ๐˜ด ๐˜๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ฐ๐˜ณ ๐˜—๐˜ณ๐˜ฐ๐˜ต๐˜ฆ๐˜ค๐˜ต๐˜ช๐˜ฐ๐˜ฏ ๐˜Š๐˜ฐ๐˜ณ๐˜ฑ๐˜ฐ๐˜ณ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ (โ€œ๐˜š๐˜๐˜—๐˜Šโ€). ๐˜™๐˜‰๐˜Š ๐˜ž๐˜” ๐˜ช๐˜ด ๐˜ฏ๐˜ฐ๐˜ต ๐˜ข๐˜ฏ ๐˜๐˜‹๐˜๐˜Š-๐˜ช๐˜ฏ๐˜ด๐˜ถ๐˜ณ๐˜ฆ๐˜ฅ ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต๐˜ฐ๐˜ณ๐˜บ ๐˜ช๐˜ฏ๐˜ด๐˜ต๐˜ช๐˜ต๐˜ถ๐˜ต๐˜ช๐˜ฐ๐˜ฏ. ๐˜๐˜‹๐˜๐˜Š ๐˜ช๐˜ฏ๐˜ด๐˜ถ๐˜ณ๐˜ข๐˜ฏ๐˜ค๐˜ฆ ๐˜ข๐˜ท๐˜ข๐˜ช๐˜ญ๐˜ข๐˜ฃ๐˜ญ๐˜ฆ ๐˜ธ๐˜ช๐˜ต๐˜ฉ ๐˜ต๐˜ฉ๐˜ฆ ๐˜—๐˜ณ๐˜ฐ๐˜จ๐˜ณ๐˜ข๐˜ฎ ๐˜ช๐˜ด ๐˜ด๐˜ถ๐˜ฃ๐˜ซ๐˜ฆ๐˜ค๐˜ต ๐˜ต๐˜ฐ ๐˜ค๐˜ฆ๐˜ณ๐˜ต๐˜ข๐˜ช๐˜ฏ ๐˜ค๐˜ฐ๐˜ฏ๐˜ฅ๐˜ช๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ด ๐˜ข๐˜ฏ๐˜ฅ ๐˜๐˜‹๐˜๐˜Š ๐˜ช๐˜ฏ๐˜ด๐˜ถ๐˜ณ๐˜ข๐˜ฏ๐˜ค๐˜ฆ ๐˜ฐ๐˜ฏ๐˜ญ๐˜บ ๐˜ฑ๐˜ณ๐˜ฐ๐˜ต๐˜ฆ๐˜ค๐˜ต๐˜ด ๐˜ข๐˜จ๐˜ข๐˜ช๐˜ฏ๐˜ด๐˜ต ๐˜ง๐˜ข๐˜ช๐˜ญ๐˜ถ๐˜ณ๐˜ฆ ๐˜ฐ๐˜ง ๐˜ต๐˜ฉ๐˜ฆ ๐˜•๐˜ฆ๐˜ต๐˜ธ๐˜ฐ๐˜ณ๐˜ฌ ๐˜‰๐˜ข๐˜ฏ๐˜ฌ. ๐˜›๐˜ฐ ๐˜ฎ๐˜ฆ๐˜ฆ๐˜ต ๐˜ค๐˜ฐ๐˜ฏ๐˜ฅ๐˜ช๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ด ๐˜ง๐˜ฐ๐˜ณ ๐˜ฑ๐˜ข๐˜ด๐˜ด-๐˜ต๐˜ฉ๐˜ณ๐˜ฐ๐˜ถ๐˜จ๐˜ฉ ๐˜๐˜‹๐˜๐˜Š ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต ๐˜ช๐˜ฏ๐˜ด๐˜ถ๐˜ณ๐˜ข๐˜ฏ๐˜ค๐˜ฆ, ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต ๐˜ข๐˜ค๐˜ค๐˜ฐ๐˜ถ๐˜ฏ๐˜ต๐˜ด ๐˜ข๐˜ต ๐˜•๐˜ฆ๐˜ต๐˜ธ๐˜ฐ๐˜ณ๐˜ฌ ๐˜‰๐˜ข๐˜ฏ๐˜ฌ๐˜ด ๐˜ข๐˜ณ๐˜ฆ ๐˜ต๐˜ช๐˜ต๐˜ญ๐˜ฆ๐˜ฅ, ๐˜ข๐˜ฏ๐˜ฅ ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต ๐˜ข๐˜ค๐˜ค๐˜ฐ๐˜ถ๐˜ฏ๐˜ต ๐˜ณ๐˜ฆ๐˜ค๐˜ฐ๐˜ณ๐˜ฅ๐˜ด ๐˜ข๐˜ณ๐˜ฆ ๐˜ฎ๐˜ข๐˜ช๐˜ฏ๐˜ต๐˜ข๐˜ช๐˜ฏ๐˜ฆ๐˜ฅ, ๐˜ช๐˜ฏ ๐˜ข๐˜ค๐˜ค๐˜ฐ๐˜ณ๐˜ฅ๐˜ข๐˜ฏ๐˜ค๐˜ฆ ๐˜ธ๐˜ช๐˜ต๐˜ฉ ๐˜๐˜‹๐˜๐˜Š ๐˜ณ๐˜ฆ๐˜จ๐˜ถ๐˜ญ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ด ๐˜ง๐˜ฐ๐˜ณ ๐˜ฑ๐˜ข๐˜ด๐˜ด-๐˜ต๐˜ฉ๐˜ณ๐˜ฐ๐˜ถ๐˜จ๐˜ฉ ๐˜ค๐˜ฐ๐˜ท๐˜ฆ๐˜ณ๐˜ข๐˜จ๐˜ฆ. ๐˜›๐˜ฉ๐˜ฆ ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต๐˜ฐ๐˜ณ ๐˜ฎ๐˜ข๐˜บ ๐˜ฆ๐˜น๐˜ค๐˜ญ๐˜ถ๐˜ฅ๐˜ฆ ๐˜•๐˜ฆ๐˜ต๐˜ธ๐˜ฐ๐˜ณ๐˜ฌ ๐˜‰๐˜ข๐˜ฏ๐˜ฌ๐˜ด ๐˜ง๐˜ณ๐˜ฐ๐˜ฎ ๐˜ฆ๐˜ญ๐˜ช๐˜จ๐˜ช๐˜ฃ๐˜ช๐˜ญ๐˜ช๐˜ต๐˜บ ๐˜ต๐˜ฐ ๐˜ณ๐˜ฆ๐˜ค๐˜ฆ๐˜ช๐˜ท๐˜ฆ ๐˜ช๐˜ต๐˜ด ๐˜ง๐˜ถ๐˜ฏ๐˜ฅ๐˜ด. ๐˜ˆ ๐˜ญ๐˜ช๐˜ด๐˜ต ๐˜ฐ๐˜ง ๐˜•๐˜ฆ๐˜ต๐˜ธ๐˜ฐ๐˜ณ๐˜ฌ ๐˜‰๐˜ข๐˜ฏ๐˜ฌ๐˜ด ๐˜ช๐˜ด ๐˜ข๐˜ท๐˜ข๐˜ช๐˜ญ๐˜ข๐˜ฃ๐˜ญ๐˜ฆ ๐˜ข๐˜ต ๐˜๐˜ฏ๐˜ต๐˜ณ๐˜ข๐˜๐˜ช. ๐˜๐˜ฏ๐˜ต๐˜ฆ๐˜ณ๐˜ฆ๐˜ด๐˜ต ๐˜ณ๐˜ข๐˜ต๐˜ฆ๐˜ด/๐˜ˆ๐˜—๐˜  (๐˜ˆ๐˜ฏ๐˜ฏ๐˜ถ๐˜ข๐˜ญ ๐˜—๐˜ฆ๐˜ณ๐˜ค๐˜ฆ๐˜ฏ๐˜ต๐˜ข๐˜จ๐˜ฆ ๐˜ ๐˜ช๐˜ฆ๐˜ญ๐˜ฅ) ๐˜ข๐˜ณ๐˜ฆ ๐˜ด๐˜ถ๐˜ฃ๐˜ซ๐˜ฆ๐˜ค๐˜ต ๐˜ต๐˜ฐ ๐˜ค๐˜ฉ๐˜ข๐˜ฏ๐˜จ๐˜ฆ ๐˜ธ๐˜ช๐˜ต๐˜ฉ๐˜ฐ๐˜ถ๐˜ต ๐˜ฏ๐˜ฐ๐˜ต๐˜ช๐˜ค๐˜ฆ. ๐˜”๐˜ช๐˜ฏ๐˜ช๐˜ฎ๐˜ถ๐˜ฎ ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต ๐˜ข๐˜ฏ๐˜ฅ ๐˜ฃ๐˜ข๐˜ญ๐˜ข๐˜ฏ๐˜ค๐˜ฆ ๐˜ณ๐˜ฆ๐˜ฒ๐˜ถ๐˜ช๐˜ณ๐˜ฆ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต๐˜ด ๐˜ข๐˜ฑ๐˜ฑ๐˜ญ๐˜บ ๐˜ข๐˜ฏ๐˜ฅ ๐˜ฎ๐˜ข๐˜บ ๐˜ค๐˜ฉ๐˜ข๐˜ฏ๐˜จ๐˜ฆ. ๐˜‹๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต ๐˜ญ๐˜ช๐˜ฎ๐˜ช๐˜ต๐˜ด ๐˜ฎ๐˜ข๐˜บ ๐˜ค๐˜ฉ๐˜ข๐˜ฏ๐˜จ๐˜ฆ, ๐˜ข๐˜ฏ๐˜ฅ ๐˜ด๐˜ฐ๐˜ฎ๐˜ฆ ๐˜ค๐˜ฐ๐˜ฏ๐˜ฅ๐˜ช๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ด ๐˜ข๐˜ฑ๐˜ฑ๐˜ญ๐˜บ. ๐˜—๐˜ญ๐˜ฆ๐˜ข๐˜ด๐˜ฆ ๐˜ด๐˜ฆ๐˜ฆ โ€œ๐˜Š๐˜ข๐˜ด๐˜ฉ ๐˜”๐˜ข๐˜ฏ๐˜ข๐˜จ๐˜ฆ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ตโ€ ๐˜ฐ๐˜ฏ ๐˜ฐ๐˜ถ๐˜ณ ๐˜ฑ๐˜ถ๐˜ฃ๐˜ญ๐˜ช๐˜ค ๐˜ธ๐˜ฆ๐˜ฃ๐˜ด๐˜ช๐˜ต๐˜ฆ ๐˜ข๐˜ต ๐˜ธ๐˜ธ๐˜ธ.๐˜ณ๐˜ฃ๐˜ค๐˜ธ๐˜ฎ.๐˜ค๐˜ฐ๐˜ฎ/๐˜ฅ๐˜ช๐˜ด๐˜ค๐˜ญ๐˜ฐ๐˜ด๐˜ถ๐˜ณ๐˜ฆ๐˜ด ๐˜ง๐˜ฐ๐˜ณ ๐˜™๐˜‰๐˜Š ๐˜—๐˜ณ๐˜ฆ๐˜ฎ๐˜ช๐˜ถ๐˜ฎ ๐˜š๐˜ข๐˜ท๐˜ช๐˜ฏ๐˜จ๐˜ด ๐˜—๐˜ณ๐˜ฐ๐˜จ๐˜ณ๐˜ข๐˜ฎ ๐˜›๐˜ฆ๐˜ณ๐˜ฎ๐˜ด ๐˜ข๐˜ฏ๐˜ฅ ๐˜Š๐˜ฐ๐˜ฏ๐˜ฅ๐˜ช๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ด, ๐˜‹๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต ๐˜—๐˜ญ๐˜ข๐˜ค๐˜ฆ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต ๐˜ˆ๐˜จ๐˜ณ๐˜ฆ๐˜ฆ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต, ๐˜ข๐˜ฏ๐˜ฅ ๐˜—๐˜ณ๐˜ฐ๐˜จ๐˜ณ๐˜ข๐˜ฎ ๐˜๐˜ฏ๐˜ต๐˜ฆ๐˜ณ๐˜ฆ๐˜ด๐˜ต ๐˜™๐˜ข๐˜ต๐˜ฆ๐˜ด.

Did you know 32% of families use college savings plans as a way to pay for college?Education expenses evolve over time, ...
08/19/2026

Did you know 32% of families use college savings plans as a way to pay for college?

Education expenses evolve over time, but the advantage of starting earlier hasnโ€™t changed. Savings plans start working now, well before the acceptance letters roll in.

๐‹๐ž๐ญโ€™๐ฌ ๐œ๐จ๐ง๐ง๐ž๐œ๐ญ ๐ฌ๐จ ๐ˆ ๐œ๐š๐ง ๐ก๐ž๐ฅ๐ฉ ๐ฒ๐จ๐ฎ ๐›๐ฎ๐ข๐ฅ๐ ๐š ๐ฉ๐ฅ๐š๐ง ๐Ÿ๐จ๐ซ ๐Ÿ๐ฎ๐ญ๐ฎ๐ซ๐ž ๐ž๐ฑ๐ฉ๐ž๐ง๐ฌ๐ž๐ฌ.

Did you know reviewing an estate plan doesnโ€™t have to be a big lift? Life has a way of evolving and your estate plan des...
08/05/2026

Did you know reviewing an estate plan doesnโ€™t have to be a big lift? Life has a way of evolving and your estate plan deserves to keep up. Iโ€™d love to help review any changes and discuss updating your documents accordingly.

๐‘๐ž๐š๐๐ฒ ๐Ÿ๐จ๐ซ ๐š ๐ซ๐ž๐Ÿ๐ซ๐ž๐ฌ๐ก? Letโ€™s talk.

Having experience working with many families like yours, I can help facilitate a successful family meeting.I can coordin...
08/03/2026

Having experience working with many families like yours, I can help facilitate a successful family meeting.

I can coordinate with your team of professionalsโ€”estate planning attorneys, CPAs and trust officersโ€”along with you and your family to help ensure you have the expertise needed to achieve your vision for the future.

Your legacy deserves more than guesswork.

Reach out to me for support today.

The One Big Beautiful Bill Act (OBBBA): What the Qualified Small Business Stock (QSBS) expansion means for youThree majo...
07/31/2026

The One Big Beautiful Bill Act (OBBBA): What the Qualified Small Business Stock (QSBS) expansion means for you

Three major taxpayer-friendly changes for stock issued after July 5, 2025:

โ€ข Eligible issuer size increased from $50 million to $75 million in assets

โ€ข Hold period flexibility: partial exclusions now start at three years

โ€ข Tax-free gain cap raised from $10 million to $15 million

If you have private company exposure, the pool of potentially tax-conscious investments just got considerably larger and strategic debt could enhance the tax benefit. Now is the time to review your portfolio and consult with your independent tax advisor.

The discipline, leadership and adaptability built through military service don't stop at the last day in uniform. On , ...
07/25/2026

The discipline, leadership and adaptability built through military service don't stop at the last day in uniform. On , we recognize the thousands of veterans stepping into new chapters and the organizations wise enough to welcome them.

Did you know a mid-year check-in can energize the rest of your year? Financial confidence comes with regular touchpoints...
07/23/2026

Did you know a mid-year check-in can energize the rest of your year? Financial confidence comes with regular touchpoints and an agile plan that meets your needs.

๐‘๐ž๐š๐œ๐ก ๐จ๐ฎ๐ญ ๐ญ๐จ ๐ฆ๐ž ๐ญ๐จ๐๐š๐ฒ ๐š๐ง๐ ๐ฅ๐ž๐ญโ€™๐ฌ ๐ฆ๐š๐ค๐ž ๐ข๐ญ ๐ก๐š๐ฉ๐ฉ๐ž๐ง.

A quick conversation could make all the difference by year-end.

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