Insights
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…
Are Private Markets Really Private?
Alternative investments are no longer limited to institutional investors. As private market products become more accessible, understanding their role in a portfolio, the potential diversification they may provide, and the…
Gold, Bitcoin, Neither, Both
As gold and Bitcoin become easier than ever to own, more people are asking whether they belong in a portfolio. The answer depends on your goals, time horizon, and what you are trying to diversify against.
Are We in a Tech Stock Bubble?
After three years of unusually strong market returns, it’s reasonable to ask whether stocks are in a bubble. The answer may depend less on the market as a whole and more on which parts of the market you’re looking at.
Planning Update – Q1 2026
2025 featured resilient markets and significant tax law developments with the enactment of the One Big Beautiful Bill Act (OBBBA). This legislation provides meaningful opportunities for tax planning while introducing…
Q1 2026 Market Commentary
2025 had something for everyone… Tariffs on, Tariffs off; a 19% pullback…and yet, true to form, the market exhibited resiliency and our portfolios finished the year significantly up across the…
Navigating the One Big Beautiful Bill Act
The One Big Beautiful Bill Act (OBBBA) of 2025, signed into law on July 4th, 2025, provides for new planning opportunities within your estate plan, investment accounts and business entities.…
Team Spotlight: Getting to Know Dayna
“Family at the Core” At the heart of Dayna’s world is her family. As a devoted mom to three grown children, she treasures their close relationships and cherished traditions. Excitement…