Avion Wealth

While 2026 no longer brings a reversion to pre-TCJA tax rates or a halving of estate exemptions, the new landscape created by OBBBA presents its own planning challenges and opportunities.

While much of the AI conversation focuses on disruption and opportunity, the real differentiator is preparation. In Part 1 of our series, we examined the broad economic and market shifts

Artificial intelligence isn’t a concept on the horizon, it’s a force actively reshaping how we work, invest, and create value. At Avion Wealth, we developed an 8-part video series to help business leaders and investors navigate this transformation

What Morningstar’s Latest Rankings Say About Vanguard—and Why It Matters to Investors

When the Mission Becomes the Weight

For many C-suite executives, wealth is only part of the legacy. What truly matters is how that wealth serves family, community, and long-term values

On July 4, 2025, President Trump signed into law the One Big Beautiful Bill Act (OBBBA), one of the most comprehensive tax reforms in recent memory. At Avion Wealth, we sift through the noise

You’ve done what few do. You’ve built something real. Navigated the complexity. Hit the target. Maybe even exceeded it. But then comes a quieter, more surprising question: Now what?

The U.S. national debt has reached a staggering $36 trillion, roughly 100% of our gross domestic product.

When most people hear “inflation is down,” they assume prices are falling, but that’s not quite accurate. Understanding the differences between inflation, disinflation, and deflation is essential to making informed

Did you know that $1 in 1925 would only be worth $17.41 today? That’s a staggering 94% loss in purchasing power, proof that inflation is a slow

In the world of global economics, few topics get as much airtime, and as much misunderstanding, as trade deficits. At Avion Wealth,

The stock market has been on a rollercoaster ride in recent days, wiping out post-election gains and leaving investors wondering: Is this just the beginning?

A recent ruling by the U.S. District Court for the Eastern District of Texas has significant implications for the Corporate Transparency Act (CTA) and its beneficial