News and Commentary

Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 03, 2025
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Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
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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Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Preferred Communication Method
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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