Financial Planning Basics: Where to Start
Whether you are just beginning your financial journey or seeking to optimize your assets, a well-structured financial plan provides the clarity and confidence needed to prepare for whatever lies ahead.
Tax Documents Timeline: What to Expect (and When)
As tax season begins, many clients ask when their investment tax documents will be available. Timing can vary based on where your accounts are held and the types of investments you own.
Quarterly Webinar: Q1 2026 Market and Economic Themes
Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 1st quarter of 2026.
2026 Important Tax Numbers: A Handy Guide
To help you prepare for the coming tax season next year, we’ve created the 2026 Important Tax Numbers summary guide.
The Complete Roth IRA Conversion Guide: What You Need to Know
Is a Roth IRA Conversion right for you? Check out our guide for more information.
Charitable Giving: Year-End Tax Planning Strategies
Thoughtful charitable giving can not only support philanthropic goals, but increase tax planning efficiency as well.
2026 Outlook: 7 Key Themes for Long-Term Investors
Get insights into the 2026 outlook: 7 key themes for long-term investors amid a strong stock market performance and growth.
Your 2025 Year End Tax Planning Checklist
Proactive year-end tax planning is a critical component of a comprehensive financial strategy, helping you align your actions with your long-term goals.
Using Structured Notes for Enhanced Income, Protection, and Better Planning
We’ve recently started introducing structured notes to some client portfolios, specifically a category known as callable yield notes (basically just a fancy term for income notes).
Credit Concerns and “Cockroaches”
Since 2008, significant lending activity has shifted to “non-depository financial institutions” (NDFIs) such as private credit funds, mortgage companies, insurance companies, online lenders, and more.
The Role of Dividends as the Fed Cuts Rates
While dividends are often seen as boring, especially compared to high-flying stocks that attract investor and media attention, the reality is that the role of dividends in portfolios should not be overlooked.
Retirement Planning: Social Security COLA and Portfolio Positioning
For retirees and those approaching retirement age, there is no goal more important than ensuring their savings will support a long retirement.
Quarterly Webinar: Q4 2025 Market and Economic Themes
Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 4th quarter of 2025.
Are You Holding Too Much Cash?
Of course, there’s always a place for the greenback in investment portfolios, but are you holding too much cash?
Medicare Enrollment: A Simple Guide and Key Info
Navigating Medicare enrollment is a critical step in planning for your future health care. As the federal health insurance program in the United States, Medicare provides essential coverage for millions.
