Blog
Q1 2026 Market Commentary
We hope the New Year finds you and your families healthy, prosperous, and well positioned for the opportunities ahead. As we begin 2026, we sincerely appreciate the trust you place in us and we remain focused on delivering strategic...
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2025 Year End Client Letter
As we enter the holiday season and 2025 concludes, we believe it is important to make you aware of important year-end financial planning considerations shaped by the One Big Beautiful Bill Act (“OBBBA”) signed on July 4, 2025 and the...
Read MoreQ3 2025 Market Commentary
We are immensely proud of our relationships with our wonderful clients and sincerely thank you for the trust you have bestowed to us. As we present our Q3 Market Commentary and embark on year three of PB FAM Private Wealth, we are...
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PB FAM Private Wealth - Anniversary Letter
August 22nd stands as a milestone date for the PB FAM Private Wealth team. Each year we celebrate this day as a time to reflect and express gratitude for what you, our clients, have built with us. Just two years ago today we founded...
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2025 Mid-Year Brief
Tariffs led to the biggest roller coaster ride we have experienced since the start of COVID five years ago. Markets reacted to uncertainty and we were within a few market hours from declaring the first bear market in five years - all caused
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Market Commentary: April Showers Bring May Flowers?
Market Commentary: April Showers Bring May Flowers? April can be summed up in one word: Volatility. We expect these uneasy conditions to continue. In April, the S&P 500 closed at 5,569, which was down .76% from the March 31st close of...
Read More2025 Contribution Limits and Tax Thresholds
As part of our commitment to proactive guidance, we are pleased to provide you with a convenient guide to the contribution limits for 2025.
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Fortifying Your Finances: Cybersecurity Strategies for High-Net-Worth Individuals
The more assets you have at stake, the bigger the target on your back for cybercrime. This means that managing your financial wealth needs to go beyond traditional security measures. You also need a comprehensive cybersecurity strategy.
Read MoreEducational Brief: Rust, Dust, or Bust
The third Educational Brief in our Q1 series focuses on financial, estate, and tax planning topics that tend to get left behind or set aside for another day…or decade!
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A Taxpayer’s Guide to Exemptions, Deductions, and Credits
When filing your income taxes, each taxpayer is different. Some prefer reducing the taxes they owe and getting the most significant possible refund, while others work to keep the taxes they pay as low as legally required. The IRS...
Read MoreEducational Brief: Corporate Transparency Act of 2024
The second item in this series focuses on the Corporate Transparency Act of 2024 (“CTA”).
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Financial Planning for Private Business Owners
A necessity that underpins stability and growth for your business and you Financial planning is a critical element for the success of any private business owner. It provides a roadmap for working toward both short-term and long-term...
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IRS Announces New 2024 Income Tax Brackets
Your financial professional can help leverage these changes to impact your tax liabilities It is crucial for individuals to engage in strategic tax planning with their financial professionals, particularly considering the changes to...
Read More2024 Changes to Core Financial Planning
As we begin 2024, we are welcomed with the fresh beginnings of a New Year. While a clean slate is often appreciated, the new slate also offers changes, adjustments, and unknowns.
Read MoreYear-End Wealth Planning and Market Commentary from PB FAM Private Wealth
Our commitment to you emphasizes proactive guidance, and as such, we are pleased to provide you with our annual year-end thoughts while highlighting thoughtful considerations and opportunities.
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