A primary residence represents the largest, or one of the largest, assets on a net worth statement for our clients. As such, decisions we make regarding our homes are very important to our financial wellbeing.

In 2018, we began writing our clients an annual letter to share our personal and practice goals to help vision cast for the year ahead. We pride ourselves on continuous improvement and accountability, and we believe our comments here help underscore that. In reviewing...

We’ve received questions, and there will be likely more to come regarding implications of investing in an election year.  Capital Group, one of the world’s largest asset managers, has put together a worthwhile white paper on this very topic.