News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 09, 2025
This is Debbie! My PCA (Private Client Assistant). And this is us saying hello! Debbie is amazing! Both professionally and personally. We work together and she takes care of all my Private Client needs. Have a wonderful and successful week!
June 04, 2025
Financial Planning: Bringing Stability—and Possibility—to Your Life
Financial planning isn’t just about retirement or saving for the future, it can also be about accomplishing your lifestyle goals—like world travel or a buying a second home.
June 03, 2025
Seven years in the making!
This weekend, Isabella turned (a lucky!) seven and finally got her ears pierced — something we’d waited for with patience and love. It reminded me that some of the best things in life, like great investments, take time.
We celebrated at an arts & crafts studio; and this sets up for a fitting metaphor. Just like crafting the perfect piece of art, building a portfolio requires creativity, vision, and thoughtful selection. You need to decide what colors to use, what strokes to make, and ultimately, what kind of future you want to paint and create.
Patience and intentionality — in life, in art, and in investing — go a long way.
Happy Birthday to our Sweet (not so little) Girl! We love you, Isabella! So much!
#Investing #Patience #PortfolioDesign #Fatherhood #FinancialPlanning #ArtAndFinance
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.
Life Events May Trigger Lending Needs
Life is full of events and circumstances that may throw financial curveballs, which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
