While investment performance often dominates financial headlines, one of the most valuable assets for affluent families is often overlooked: liquidity.

For many individuals, families, and business owners, estate planning is not simply about the transfer of wealth at death. Rather, it is a process centered on control, continuity, and the preservation of family intent across generations.

Nonprofit leaders are entrusted with a significant responsibility: ensuring that the financial resources under their care remain available to advance the organization's mission, both today and for generations to come.

Markets navigated a volatile week as investors balanced strong corporate earnings, renewed geopolitical tensions in the Middle East, and growing debate over the Federal Reserve’s next move.

U.S. equities finished last week under pressure as a sharp reversal in technology stocks outweighed encouraging inflation data and generally supportive early earnings reports.