News and Commentary

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

February 02, 2026

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How You Can Leave More to Your Heirs, Minimize Taxes

Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?

November 03, 2025

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Tax-Smart Charitable Giving Strategies in Light of OBBBA

The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.

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.

Research & Insights

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

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Lance McCoy Named to Forbes 2020 Best-In-State Wealth Advisors List

Lance McCoy Forbes 2020 Best-In-State Award

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Featured Insights and Commentary

Please follow the link below to a list of publications that we review periodically to help us understand the market and make recommendations to our clients.

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January Investment Perspectives

In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.