Clients & Friends, Tax season is here. This issue includes important information about your tax documents & schedules for distribution. We are humbled and honored to announce (for the second year in a row) that we have been named to the Forbes Best-In-State Wealth Managment Team List. Also, please check out the Education Incites Section to learn more about our Core Investment Principals. As always reach out with any new financial goals, questions, needs, or concerns!

Clients & Friends, Happy New Year! This Issue includes some important topics regarding the start of 2024. There will be an exclusive webinar announced, overview on key tax numbers, the January 2024 Outlook, and More! We hope you are having a happy and healthy start to the new year. Please reach out with any new financial goals, questions, needs, or concerns!