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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Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
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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