News and Commentary

Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 06, 2025
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Keep More of What You Earn: Building a Tax-Smart Portfolio
By making tax-smart decisions about what you invest in and where you hold it, you can keep more of your money working for you. Here’s how to build a tax-smart portfolio.
September 04, 2025
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9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
August 06, 2025
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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.
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January 2025 Market Update Video
Hear our thoughts on the market over the past several years and our views on the future.
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June 2022 Market Update Video
June 2022 Market Update Video
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
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