Clarity Today, Security Tomorrow, Prosperity for Generations

Forget Retirement: Design A Post-Work Life You Actually Love

Redefine retirement as Life After Work. Discover flexible income, purpose, and freedom in your next chapter.

Why Real Estate Investors May Not Need as Many Bonds in Their Portfolio 

A well-diversified real estate portfolio can shift the balance of how much risk a client needs to take in their investment accounts and how much liquidity they truly need.

“One Big Beautiful Bill Act” – Strategy for Deduction Phaseouts and Charitable Giving 

Today, we’ll review two areas of the law that suggest renewed planning opportunities in the years ahead: (1) deduction phase-outs and (2) charitable giving. For both, the new rules add a layer of...

Breaking Down the One Big Beautiful Bill Act: Key Tax Changes

On July 4th, President Trump signed the “One Big Beautiful Bill Act” (OBBBA), a sweeping tax package. The law makes permanent many of the provisions of the 2017 Tax Cuts and Jobs Act (TCJA),...

Adding More International Bonds 

Many of our portfolios have recently added a dedicated international bond fund. It's a natural extension of one of our core principles: diversification.

Geopolitics Grabbed Headlines. Markets Had Other Plans.

Geopolitics matters, but it’s rarely the force that determines investment results.   Last quarter put that idea to the test. The relentless pace of global headlines – tariffs, conflict in...

Webinar with Capital Group

We were pleased to host Mila Jankova, Investment Director at Capital Group, for a wide-ranging discussion on the markets, international investing, and global innovation.

One Month Post-Liberation Day

Today marks one month since President Trump’s Liberation Day tariff announcement. The S&P 500 cratered, reversed, slumped, and rallied over 20 trading days. It felt much longer.

Charts from a Dizzying Week

The week since President Trump’s April 2 tariff announcement has been a whirlwind. We wanted to share some of the many charts that capture the market’s dramatic moves.

Traditional Retirement Is Outdated: Why It’s Time for Life After Work

Diversification Is Back

Investing in Europe and in value stocks – or really anything not in U.S. tech – has felt like betting against the winners. Diversification is a recognition that winners change. Which is exactly...

In the (Tariff) Storm

But let’s be clear: we are in a storm right now. The current environment is destabilizing and disorienting. In times like these, it’s crucial to acknowledge our limitations – we must discount...