What's Trending

One question that stays with me longest after a client meeting is the following: Does this family understand what it believes about its money, and does every member understand the same thing? I asked a version of that question during a planning review with a business owner I had worked with for several years. He

In a recent 60 Minutes appearance, Andrew Ross Sorkin said something that may already be landing in your inbox: “We will have a crash. I just cannot tell you when, and I cannot tell you how deep.” I have been a wealth advisor for over three decades, working primarily with high-net-worth families and business owners.

A February 2026 report from the McKinsey Institute for Economic Mobility estimates 6 million small and medium-size businesses will face ownership transitions by 2035, representing as much as $5 trillion in enterprise value. McKinsey describes this as the Great Ownership Transfer and flags a troubling undercurrent: Without deliberate preparation on the part of owners, a

After years of advising multigenerational families, I have reached the conclusion that regular, structured family meetings are one of the most powerful and consistently overlooked tools in multigenerational wealth planning. The Reason Wealth Disappears IIt’s a commonly cited statistic (though hard to pin down in actual research) that 70% of affluent families see their wealth

For many women executives, receiving an offer brings a moment of well-earned validation. Years of navigating complexity, leading through uncertainty and delivering results have led to this opportunity. Yet it is often at this exact point that hesitation appears. The instinct to move quickly, preserve goodwill or avoid appearing difficult can quietly crowd out a

As you prepare your documents for the 2025 tax season, in an effort to save you and your CPA some frustration, we advise caution about filing your taxes early and suggest delaying until April 1st. This will save you the inconvenience of potentially amending your return if 1099s are revised. Due to the complexity of our

When Congress passed the One Big Beautiful Bill Act (OBBBA) in July 2025, most headlines focused on its sweeping fiscal changes. Yet tucked inside the legislation was one of the most significant shifts for entrepreneurs and investors in decades: a major update to Section 1202 of the Internal Revenue Code, the section governing qualified small business stock

LPL Research is pleased to present Outlook 2026: The Policy Engine. Their annual update offers a thorough analysis of the economy and markets, highlighting potential implications for you. I’m pleased to bring you a few of the key highlights today. The year 2025 offered a clear illustration of today’s prevailing market regime — one that

Olson Wealth Group is pleased to announce that Courtney McClimon, our Director of Operations, has been named one of the 2025 Notable Executive Assistants by Twin Cities Business. This recognition highlights leaders who demonstrate exceptional leadership, professionalism, and positive impact within their organizations. Sharon Olson, Managing Principal of Olson Wealth Group shares “Courtney stands out

When the One Big Beautiful Bill Act (OBBBA) became law in July 2025, the headlines focused on infrastructure spending and sweeping tax reforms. Yet for business owners, the most immediate effects stem from smaller but meaningful tax adjustments: the reinstatement of 100% bonus depreciation, the return of immediate expensing for research and experimentation (R&E) costs, higher Section