News and Commentary

People & Purpose

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Veterans Day BBQ 2025

We’re so grateful to everyone who came out to our BBQ on Saturday, November 8th to celebrate Veterans Day with us!

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A Wine Tour of Italy at Total Wine | April 16th, 2025

We experienced the artistry of Italian winemaking with a curated tasting of classic varietals from renowned regions across Italy.

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Veterans Day BBQ 2024

Thank you to everyone who joined us on Saturday, November 9th for our annual client BBQ in celebration of Veterans Day!

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

November 03, 2025

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Tax-Smart Charitable Giving Strategies in Light of OBBBA

The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.

October 06, 2025

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Keep More of What You Earn: Building a Tax-Smart Portfolio

By making tax-smart decisions about what you invest in and where you hold it, you can keep more of your money working for you. Here’s how to build a tax-smart portfolio.

September 04, 2025

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9 Considerations for Year-end Planning

As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.

Research & Insights

Access our latest research and insights covering market news, financial planning topics, and more.

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September Investment Perspectives

In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.

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Life Insurance: It's Not Just for Income Replacement

If you or your family has significant wealth, you may benefit from leveraging life insurance outside of the traditional approach.

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Safeguard Your Legacy: The Importance of Organizing Physical Stock Certificates

Physical stock certificates may seem old-fashioned, but they carry real value and real risks. Taking steps now to organize them can simplify your financial future and protect your legacy.