Insights
Residential Real Estate in 2025
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.
2025 Investment Forum Webinar
We are pleased to announce our featured speaker, Strider Elass, Sr. Economist with First Trust and part of the First Trust Economics Team that Bloomberg has consistently ranked as one of the top forecasters of the U.S. economy over the past decade. We will also hear...
2025 Annual Client Letter
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...
Stress Management & Mindfulness Webinar
The end of each year often brings anxiety around holiday preparations, family dynamics, work deadlines, new year goals and more. Join us to learn more about stress management and mindfulness.
Tax Planning Webinar
Claire Gallant and Logan Holman are CPAs and founders of Vivify (www.usevivify.com), an accounting firm serving clients across the country. Together they will discuss and help you understand steps you can take to ensure a tax-smart year-end. With experts like Claire...
What to do with Cash as the Fed cuts rates?
With markets anticipating at least one Federal Reserve rate cut in 2024 and speculation about future cuts, join us on our upcoming webinar to discuss what this means for investors – especially those that are holding cash. Over the last year and a half, cash investors...
Residential Real Estate Webinar
Join us as we discuss the hot topic of buying/selling/renovating residential real estate. This is especially timely as we head into the Spring/Summer listing season. With property values up, competition for homes fierce, and faced with higher rates, how should we be...
Investing In An Election Year
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.
Our Recordings
2025 Investment Forum Webinar
We are pleased to announce our featured speaker, Strider Elass, Sr. Economist with First Trust and...