News and Commentary

Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
August 06, 2025
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The One Big Beautiful Bill Act: How It May Impact You
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.
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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August Investment Perspectives
In this issue we discuss whether the big banks are seeing the big picture, the hidden fees lurking in one’s bond basket, and what the factors are that will move the market in the future.
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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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