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College endowments are a critical source of funding for higher education institutions. These funds are invested to generate returns that can support various initiatives, including scholarships, faculty research, and infrastructure development. The funds are managed professionally by experienced and knowledgeable investors. Many of those professionals use an aggressive strategy that should lead to higher long-term returns. In this blog post, we will explore this aggressive investment philosophy and whether it is appropriate for an individual investor. First, let's define what we mean by an aggressive investment strategy. This refers to…

The Tax Cuts and Jobs Act of 2017 (TCJA) was the largest US Federal tax overhaul since 1986. Without congressional action, many of these changes are set to expire at the end of 2025. As it stands now, on January 1, 2026, income tax rates will increase for most American households, and certain key tax provisions will revert to those in effect under pre-2018 tax law. These stipulations represent a mix of positive and negative repercussions for taxpayers depending on individual circumstances. TCJA modifications to the U.S. tax code included…