Insights
Helping the Next Generation—With Purpose and Guardrails
Many families we work with reach a pivotal point: “We’ve built meaningful wealth, our retirement is secure, and given how expensive almost everything feels, especially homes, you begin asking, “How…
Q3 2026 Market Commentary
Navigating the Noise of Current Events Between IPOs, a new Fed Chair and operating regime, geopolitics, the chip rally, and a surprisingly strong jobs report in the face of an…
Employee Spotlight: Getting to Know Koren
“A Legacy of Purpose and Precision” A 20-Year Journey of Growth and Impact Koren’s path with the firm is nothing short of remarkable. Over the past 20 years, she has…
Team Spotlight: Getting to Know Corey Kiewiet
At our firm, we believe that the true value we provide doesn’t just come from tickers, spreadsheets and plans—it comes from the people who work tirelessly behind them. This month,…
Q2 2026 Market Commentary
Since our last quarterly installment, significant and unresolved world events have, at least temporarlily, stolen the wind from the market’s sails by introducing new variables, not the least of which…
Do You Have an Estate Plan? Do Your Loved Ones Know Where It Is?
We often spend decades meticulously building a legacy, focused on the growth and preservation of our assets. However, a recent emergency within my own extended family, reminded me that even…
Employee Spotlight: Getting to Know Kate
This quarter, we are thrilled to feature Kate Moore in our Team Profile. A self-described “people person,” Kate brings a unique blend of warmth and drive to our office.
You Have Too Much Pretax Money!
Saving for retirement is important, but where you save your money can be just as important as how much you save. While maximizing retirement account contributions offers valuable tax benefits,…
Are You Maximizing Your Donations?
Changes to the tax law have left many taxpayers wondering why their charitable donations no longer seem to reduce their tax bill. Understanding how the standard deduction affects charitable giving…
Diversification or Dilution
Diversification is intended to help smooth portfolio returns over time, but simply owning more investments doesn’t always achieve that goal. The key is finding assets that react differently to the…