Insights and resources to support your family – today, tomorrow and for generations to come.
Market Update: Earnings Strength and Labor Resilience Help Lift Equities
Markets remain highly sensitive to headline risk surrounding the Iran conflict, with sentiment continuing to swing as developments unfold. But despite that volatility, equities pushed to new record highs on Friday, underscoring how supportive the fundamental backdrop...
Market Update: Corporate Earnings Continue to Impress
This week, corporate earnings were front and center, with 180 S&P 500 companies reporting results. Overall, earnings have been...
Market Update: Despite Iran Concerns, Market Reaches New Highs
This week, the S&P 500 and Nasdaq reached new record highs, suggesting investors are reassessing the potential impact of the conflict...
Get To Know Our Newest Advisors…
Behind every client relationship is a team of experienced advisors dedicated to thoughtful, well-coordinated guidance. Our advisors...
Perspective in a Volatile Market
Author: Davis Finke, CFA After beginning 2026 with two consecutive months of positive returns, the U.S. stock market ended the first...
FinCEN Residential Real Estate Rule Nixed by Court
Author: Tiffany Wingo, JD The Financial Crimes Enforcement Network (FinCEN) recently issued a rule that went into effect on December 1,...
Exit Planning for Business Owners
Author: Meg Bergner, JD, CFP® Exiting a privately held business is more than a financial transaction; it’s a life-changing milestone. Yet...
Market Commentary: Another Banner Year
Author: Davis Finke, CFA U.S. equities demonstrated resilience into year-end, with the S&P 500 closing 2025 at a 16.39% total return,...
The One Big Beautiful Bill Act Creates Planning Opportunities for Families
As 2026 approaches, the One Big Beautiful Bill Act (OBBBA) keeps many familiar Tax Cuts and Jobs Act (TCJA)-era rules in place—but it also...
Helping the Next Generation Build Wealth with a Roth IRA
One of the most powerful retirement tools — yet often underutilized — is the Roth IRA, especially for younger investors. A Roth IRA is a...
Newsletter Signup
Access insights and guidance to help guide your journey.