News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 30, 2026
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
It is becoming more and more difficult to tell scams from legitimate phone calls, texts, and emails. They are becoming more realistic every day, and the sheer number of them can be overwhelming (my record is 21 spam calls in a single day).
Here we explore some common scams, as well as actions you can take to protect yourself and your loved ones.
July 28, 2026
Designing Trusts That Encourage Responsibility, Not Entitlement
When you've accumulated an estate over your lifetime, it's natural to be concerned about your legacy. Will your heirs be good stewards of their inheritance and continue that legacy, or will they feel entitled - like they are owed what you've worked for so diligently.
If you find yourself asking this question, or one like it, this article is a starting point to learn about your options.
July 14, 2026
More and more, it seems like the markets bounce up and down constantly based on news headlines, social media posts, and even offhand comments made by public figures.
That means market volatility is increasingly a part of everyday life, and it can be stressful. Here are three strategies to navigate volatile markets while staying focused on your long-term goals.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Building Better Password Habits
Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.
Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
