The IRS recently released a list of 2026 cost-of-living adjustments (COLAs) that include increases to qualified transportation fringes, increases in contribution limits for multiple types of health savings accounts and…

The Next Chapter in Tax Policy: Unpacking the House Tax Proposal
Featured Insights
Recent Insights
Growing Through Acquisition: How Creative Agencies Should Integrate After the Deal
Growth through acquisition can help your agency expand capabilities and strengthen client relationships. Yet your success depends on how well your systems, people and finances come together. A structured plan…
Mitigating Financial Risk Through Funding Diversification
When a single grant, donor or contract drives most of your nonprofit revenue, it creates real anxiety. If that source slows or stops, programs stall and tough staffing decisions follow….
Mission-Driven Investing That Aligns Faith with Financial Growth
Faith shapes your purpose and how you serve. It also informs how you protect the resources entrusted to your care. With the right strategy, your investments can reflect that same…
Market Reflections: Managing Risk Amid Changing Market Dynamics
Key Points The S&P 500 has rebounded sharply from its early-year decline, reaching new all-time highs and delivering over 17% returns year-to-date. U.S. Large-Cap stocks continue to outperform Mid- and…



