Insights
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…