Passing wealth efficiently requires planning gifting, trusts, life insurance, and investment alignment. This guide covers 2026 exemption rules, tools, and common pitfalls for lasting family impact.
Mid-February 2026 shows cautious optimism in markets, with AI-driven productivity gains supporting equities but macro risks lingering. This comprehensive outlook breaks down major drivers, risks, and practical portfolio moves for long-term investors.
With the Fed in a gradual cutting cycle (funds rate 4.00–4.25% as of February 13, 2026), falling rates influence bonds, stocks, real estate, and borrowing. Learn how to position your portfolio to benefit while managing risks.