Insights
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.
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…