News and Commentary

Recent Updates

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

August 31, 2026

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9 Considerations for 2026 Year-end Tax Planning

Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.

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.

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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September Investment Perspectives

In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.