Morning desk brief for advisors
Advisor Brief — markets, tax, and estate intel without the noise.
Start with Wire — the weekday markets, tax, and legislative brief — then open Horizon Digital 50, the tax hub, estate runway, and Plan cash-flow models. Built for advisors and the desks that depend on them. Free accounts keep Markets plus headlines; signup unlocks a 14-day full-access trial.
Morning context
Wire delivers markets, tax/IRS, and legislative notes you can skim before the open — or forward as talking points.
Tax & Plan tools
TLH, Roth, RMD with state sketches, Social Security, §121 home sale, QCD — plus Plan for Monte Carlo and year-by-year cash flow.
Estate & transfer
Federal runway vs the 2026 exclusion, with a click-through flowchart for gifting, Roth, ILIT, and SLAT themes.
What members use
Wire briefs
Markets, tax, legislative — free preview; full text on trial or Individual.
Horizon Digital 50
Digital-theme watchlist plus an illustrative chart vs SPY (not live quotes).
Tax hub
TLH · Roth · RMD · §121 · Social Security · QCD · concentrated stock.
Plan
Spending goals, allocation, Monte Carlo, dual-state cash-flow worksheet through life expectancy.
Estate flowchart
State flags, gifting, charity, Roth, ILIT/SLAT idea paths.
Wealth checklist
Beneficiaries, POA, Roth window, RMD age, cyber hygiene — desk reminders.
Simple plans
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Markets + headlines. 14-day full trial at signup.
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Full Wire, tax hub, Plan, estate tools, Horizon chart.