Insights
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…
Q4 2025 Market Commentary
Through what can only be described as an exceptionally volatile year, we continue to be amazed at the level of innovation and financial strength that U.S. businesses present. While other…