Insights
Drawing on our deep industry knowledge, we assist clients with access to a wealth of insights and educational resources. Here, you can gain valuable perspectives on current market dynamics and explore our comprehensive retirement resources, offering a collection of financial planning, wealth management, and investment strategies.
Under the Big Top
Hi everybody, I hope you had a great summer. Today I’m going to talk about something that’s been in the news quite a bit and, to an extent, what is driving the financial markets right now. Yes, we know about the upcoming midterms, the geopolitical chaos and the worries about AI running wild. In the
How to Choose the Right Successor Trustee
Selecting a trustee is one of the most critical decisions in estate planning. Financial advisor literature consistently emphasizes that while trusts are powerful tools for wealth transfer, their success ultimately depends on the individual or institution responsible for managing them. A poorly chosen successor trustee can undermine even the most carefully designed estate plan, while
2026 Retirement Contribution Planning
The beginning of a new year is a good time to assess your retirement savings rate and determine whether your retirement contributions will be directed to a pre-tax or post-tax (Roth) account. If you are self-employed, you may still have time to set up and fund a plan for the prior calendar year through your
2026 Financial Checklist
As we embark on 2026, double checking to ensure you have your financial affairs in order is always a good resolution. The following are some things to consider to help you stay on track: Also, when setting up an account online, if you are provided with the option to use a passkey, consider using that.
The Trump Account vs. 529s vs. UTMAs: What’s Actually Best for Your Kid’s Future?
With the passing of the “One Big Beautiful Bill Act” (OBBBA) of 2025, the landscape of saving for children has shifted dramatically. The headline-grabber of the new legislation is the introduction of the Trump Account (TA)—a new retirement vehicle designed to give babies a massive head start on compound interest. Starting July 4, 2026, parents
Get Your Finances Organized at the Beginning of the New Year
The start of a new year is one of the best times to take control of your finances. It offers a natural reset: a chance to reflect on past habits, correct mistakes, and set clear financial goals for the months ahead. Getting organized early can reduce stress, improve decision-making, and put you on a stronger
Choppy Market Insights
Happy New Year, everybody. I hope the year has started off well for you. In this short video, I just wanted to make a few comments on what’s going on in the markets at the start of 2026, share a quote by Winston Churchill that I think is relevant, and then close with a nice
Financial Gift Ideas for a Newborn: Help a Child’s Future Grow
Looking for a meaningful gift for a newborn or grandchild — something that lasts far longer than a toy? A financial gift is one of the most thoughtful ways to celebrate a new life. By starting early, you can help a child build lasting security and opportunity. Three of the most effective ways to do
