News and Commentary

Recent Updates

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

June 01, 2026

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Plan for 100: Income Planning for a Longer Life

Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.

April 01, 2026

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Understanding Trump Accounts: The New Way to Save for Kids

Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.

March 03, 2026

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Retirement Planning for Women

Women often face unique and complex circumstances when it comes to finance and investing. Here’s how to navigate them and take control of your financial future.

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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June Investment Perspectives

In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.