News and Commentary
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Highlighting two of the team's most popular monthly communications.
Video Library

Upgrading your life insurance policy
Can we increase your benefits and improve your coverage? It's important to evaluate your policy and insurance needs with your advisor as part of your financial planning process.

Estate Organizer via Online Access
An introduction to an impactful planning tool available through online access.

1031-Exchange Alternative Explained
There are a variety of ways to defer capital gains taxes without utilizing a 1031 exchange. Learn more about the strategy behind one possible solution.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
August 06, 2025

The One Big Beautiful Bill Act: How It May Impact You
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.