News and Commentary

Recent Updates

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

December 10, 2024

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9 Considerations for 2024 Year-End Tax Planning

The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.

October 01, 2024

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Estate Planning for Procrastinators

While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.

September 03, 2024

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Using Life Insurance as a Retirement Planning Tool

Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.

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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October Investment Perspectives

We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.