Research & Insights

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

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Michael Porter and Jeremy Lambert have been recognized as Forbes 2021 Best-In-State Wealth Advisors.
We are pleased to announce that Michael Porter and Jeremy Lambert have been named to the Forbes 2021 Best-In-State Wealth Advisors.
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Michael Porter Recognized as a 2020 Best-In-State Advisor by Forbes
We are pleased to announce that Michael Porter has been named to the 2020 list of Best-In-State Wealth Advisors, published by Forbes.
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Jeremy Lambert Recognized as a 2019 Best-In-State Next-Gen Advisor by Forbes
We are pleased to announce that Jeremy Lambert has been named to the 2019 list of Best-In-State Next-Gen Wealth Advisors, published by Forbes.
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What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
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January Investment Perspectives
Our Investment Strategy Group offers commentary on reducing national debt, major fixed income themes from last year, and the economic factors weighing most heavily on investors in 2023.
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Home Improvement Credits Under the Inflation Reduction Act
If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.
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Investing in Water
We view water as a long-term investment theme that impacts many industries. This piece reviews the importance of water to life and the economy and highlights major investment implications.
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Don’t Overlook This Hidden Retirement Risk
After working so hard to save for retirement, it’s important to be aware of potential risks that arise when you stop earning and start withdrawing. This article explores some solutions you may consider to help protect your retirement income from sequence of returns risks.
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