News and Commentary

Recent Updates

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

December 01, 2023

Recent Update Photo

9 Considerations for 2023 Year-End Tax Planning

Find time for your financial health during your holiday plans by considering the year-end estate and tax planning strategies highlighted in this article.

November 01, 2023

Recent Update Photo

Make Long-Term Care a Part of Your Financial Plan

It’s Long-Term Care Awareness Month—are you prepared to handle the costs of a long-term care event in your retirement years? This article can help you plan for them.

October 03, 2023

Recent Update Photo

Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions

Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change recently issued by the Internal Revenue Service (IRS).

Research & Insights

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

Research Photo

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

Lance McCoy Forbes 2020 Best-In-State Award

Research Photo

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.

Research Photo

December Investment Perspectives

In this issue we discuss making a case for metals, the role politics play in objective decision-making, and if seasonal bias will dominate December.