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When the Bull Market Hides the Broken Plan: Why Now Is the Time to Review Your Estate
26th January 2026
For the past fifteen years, checking your investment account has been gratifying. Markets have climbed with only brief interruptions. Balances have grown. The numbers on the screen have mostly gone up and to the right. And because of that, many investors haven’t felt compelled to look closely at the details. Why scrutinize something that’s working? The problem is that the same complacency often extends beyond portfolios and into estate planning. If you haven’t opened your brokerage statement in months, there’s a good chance you haven’t reviewed your estate plan in years (never mind the complacency that comes from the new, higher estate tax exemption levels). And unlike an investment portfolio, which can recover from neglect, an outdated estate plan creates consequences that are permanent and irreversible.
Get to Know Rebekah Rodgers
28th September 2025
As part of our series where we get to know more about the Stavis Wealth team, this month we sat down with Rebekah Rodgers, our Investment Operations and Trading Associate.
Charitable Planning in the Aftermath of the OBBBA
23rd September 2025
When Congress passed the One Big Beautiful Bill Act (OBBBA), headlines largely focused on the higher estate tax exemption, changes to income tax brackets, and updates to business deductions. But tucked within the bill are implications that may reshape how high-net-worth families approach charitable planning.
Life Insurance Isn’t Just One Thing. Here’s How to Find the Right Fit for You.
21st July 2025
Understanding the types of life insurance available, and which one fits your needs, isn’t just a box to check. It’s a powerful step in aligning your financial life with the future you want to build.
Why Mid-Year is the Smartest Time to Review Your Life Insurance Policy
21st July 2025
Life insurance is a cornerstone of any smart, holistic financial plan. But like any good plan, it deserves regular attention and adjustment. A mid-year review can ensure your coverage keeps pace with your goals and help you avoid surprises down the line.
Women and the Great Wealth Transfer: A Defining Financial Moment
5th May 2025
In the quiet aftermath of the COVID-19 pandemic, an economic transformation has been gaining momentum with little fanfare: the largest intergenerational transfer of wealth in human history. At its center stand millions of women, poised to become the primary stewards of family fortunes built over generations.
Get to Know Samir Sinha
8th April 2025
As part of our series where we get to know more about the Stavis Wealth team, this month we sat down with Samir Sinha, our Chief Investment Officer.
Get to Know Vanessa Blank
3rd December 2024
As part of our series where we get to know more about the Stavis Wealth team, this month we sat down with Vanessa Blank, our Administrative Director.