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Enhance your portfolio’s resilience for 2023 by diversifying your investments and adjusting allocation strategies based on lessons learned from the challenging 2022 market.

My first response to that question would be: “Well, you’re already ahead of many investors because you realize that rising inflation should trigger adjustments in your portfolio.

"Although talking with your children about your legacy, your estate and their future inheritance can be uncomfortable, it's a conversation that's essential for them to understand your actions and to prepare them for the financial responsibilities of wealth.

Whatever your personal reason for engaging in philanthropy, there are two undeniable facts: Giving can be an incredibly fulfilling experience that, when carefully planned and structured, offers meaningful financial benefits.

The challenge lies in not triggering the significant capital gains taxes associated with selling highly appreciated stocks.

Building a portfolio is like building a custom home: It entails personalized preferences, tax considerations, risk tolerances, income needs and time horizons.