SpaceX, IPOs, and the Long-Term View of Investing
Last week marks one of the most anticipated public offerings in recent memory: SpaceX.
Want to Stay Up To Date?
Subscribe with your email address to receive news and updates.
The AI Revolution Is Reshaping the Economy — And the Markets
Over the past two years, one theme has increasingly driven markets, business strategy, and investor optimism: Artificial Intelligence.
The “Family Tax Office” Mindset
Most families experience taxes in fragments: a 529 plan opened when a child is born, a custodial account started with a grandparent gift, retirement accounts scattered across employers, and estate documents drafted years ago.
3 Ways Market Volatility Can Benefit Long-Term Investors
Recent geopolitical tensions, ongoing conflicts, and shifting economic data have contributed to increased market volatility in recent weeks.
Impact Update Invest in Others: Michael Awarded Honorable Mention 2025
Michael Hardy has earned honorable mention for the Invest in Others Catalyst Award for his charitable work with Hardy Mendez Angel Fund.
One Big Beautiful Bill: A Summary for Tax Planning
A sweeping new tax bill—officially called the “One Big Beautiful Tax Bill”—has passed, bringing a mix of extensions, updates, and brand-new provisions that could shape your tax planning and financial strategy in the years ahead. Whether you’re focused on wealth preservation, retirement, or generational planning, here’s a quick look at some of what’s staying the same, what’s changing, and what’s completely new.