News & Insights
One Big Beautiful Bill: A Summary for Tax Planning
The recently passed tax and spending package includes several notable changes that could have significant tax implications for your financial plan ...
Nicole Jackson Leslie Joins SCS Financial as Head of Wealth Strategy
SCS Financial announced the appointment of Adrienne Penta to the role of National Head of ...
The Hidden Costs of Comfort
A Deeper Look at Evergreen Private Equity Relative to Traditional Drawdown: Humans are wired for ...
Private Markets and the Power of Long-Term Vision
In a year where headlines have been dominated by policy shifts and market volatility, private ...
Fixed Income and Foreign Equities — The Quiet Strength in Global Diversification
In a year defined by volatility, two asset classes quietly delivered consistent returns: high-quality fixed ...
Policy Shocks and Stimulus — The Ripple Effects of Tariffs and Tax Reform
The first half of 2025 was not only a test of market resilience, it was ...
Navigating Market Volatility — Lessons from a Tumultuous First Half
The recently passed tax and spending package includes several notable changes that could have significant ...
5 Key Questions Before Establishing a Family Office
The decision to launch a single-family office (SFO) or leverage the scale of a multi-family ...
Beyond Money: Focus On the Future of Family Wealth
In wealthy families, the preservation and responsible use of wealth goes beyond dollars and cents ...
Corporate Transparency Act: Important Updates and What It Means for Your BOI Reporting
The Corporate Transparency Act (CTA) is back, and so are its Beneficial Ownership Information (BOI) ...
Five Wealth Planning Strategies to Drive Success in 2025
Give your fiduciaries a performance review, think strategically about philanthropy, focus on the why, talk ...
Two Focus Network Firms to Join SCS Financial, Focus Partners Family Office and OCIO
Lake Street Advisors Group, LLC and Edge Capital Group, LLC, have each entered into definitive ...
SCS Financial Appoints Adrienne Penta as National Head of Wealth Management
SCS Financial announced the appointment of Adrienne Penta to the role of National Head of ...
SCS Financial Appoints Lane MacDonald as Chief Investment Officer
SCS Financial announced the appointment of Lane MacDonald to the role of Chief Investment Officer ...
Clare Harker Joins SCS Financial as Managing Director, Private Client Group
Clare joined SCS Financial Services in 2024 as a Managing Director in the Private Client ...
Andy Janfaza Joins SCS Financial as Managing Director, Private Client Group
Andy joined SCS Financial Services in 2024 as a Managing Director in the Private Client ...
