April 08, 2026

Get To Know Our Newest Advisors…

Behind every client relationship is a team of experienced advisors dedicated to thoughtful, well-coordinated guidance. Our advisors include attorneys, CFP® professionals, and CFA® charterholders, offering integrated expertise across financial planning, estate strategy, and investments. In case you haven’t met them yet, we wanted to introduce you to the newest members of our team helping to bring your goals to life.

Recent Posts

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 impressive, with 84% of companies beating expectations. As a result, first-quarter earnings growth for the index is now expected to reach...

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 in Iran on the U.S. economy. With the ceasefire extended, near-term geopolitical risks have eased. While oil remains elevated near...

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 quarter with its weakest quarterly performance since 2022. Since the onset of the Iran conflict on March 7, the S&P 500 has...

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, 2025, which imposed a new federal reporting requirement affecting certain residential real estate transactions. The rule required...

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