News and Commentary

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

November 03, 2025

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Tax-Smart Charitable Giving Strategies in Light of OBBBA

The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.

October 06, 2025

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Keep More of What You Earn: Building a Tax-Smart Portfolio

By making tax-smart decisions about what you invest in and where you hold it, you can keep more of your money working for you. Here’s how to build a tax-smart portfolio.

September 04, 2025

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9 Considerations for Year-end Planning

As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.

Research & Insights

Access our latest research and insights covering market news, financial planning topics, and more.

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Partners In Wealth

Clients sleep well with their assets under the watchful eye of Nehrbas Wealth Management

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Something's Not Working and That's OK!

“It's tough to make predictions, especially about the future.” – Yogi Berra

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September Investment Perspectives

In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.