News and Commentary
Video Library
October 2025 Economic and Market Update
As we start the last quarter of 2025, we want to provide you with an update on where our economic and inflation outlook models stand along with a preview of what we see potentially happening for the first quarter of 2026.
Social Media Impact On Your Money Mindset
With the ever increasing amount of influence from the twenty four hour news cycle and social media, there are a variety of viewpoints on how the media, in particular social media like Instagram, Tik Tok, and Facebook influences our society – both good and bad. But in this video, we want to discuss how social media can impact our money mindset.
Five Ways to Protect Seniors From Financial Abuse
With advances in technology and an increase in ne’er do wells on a global scale, it’s more important than ever to help protect your loved ones from financial abuse. In this video, we are going to discuss five ways you can help protect your loved ones from financial abuse.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 03, 2025
Tax-Smart Charitable Giving Strategies in Light of OBBBA
The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Life Insurance: It's Not Just for Income Replacement
If you or your family has significant wealth, you may benefit from leveraging life insurance outside of the traditional approach.
Safeguard Your Legacy: The Importance of Organizing Physical Stock Certificates
Physical stock certificates may seem old-fashioned, but they carry real value and real risks. Taking steps now to organize them can simplify your financial future and protect your legacy.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
