Insights
Miss the Tech Rally? What to do next!
Missing out on a big investment opportunity can make it tempting to chase the next one. Before you do, it’s important to understand how that decision fits into your overall…
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…
Should I pay taxes now or later?
Tax planning isn’t just about filing your tax return. It’s about assessing and managing your lifetime tax burden and identifying planning opportunities along the way. Read the full transcript Austin,…
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…