Viewpoints

Information and education are essential parts of the client experience.
We provide resources and insights to keep you informed.

Market Resilience

One of the strongest bull markets in recent memory appears to be waning. Since its low in March 2020, the S&P 500 Index has advanced more than...

Cryptocurrencies and Digital Assets – A Primer

For anyone with even a passing interest in finance, investments, or technology (and increasingly anyone at all), stories about bitcoin, the...

Our National Debt – It Always Ends Badly…

…otherwise it wouldn’t end. This is the final of three Insight newsletters exploring the topic of our national debt. In part one, we examined...

Educating the Next Generation – Budgeting

Clients often ask us about transferring wealth to the next generation. Sometimes those questions involve strategies for minimizing taxes and...

Commercial Real Estate as an Inflation Hedge

The unprecedented fiscal and monetary stimulus enacted during the last year, has sparked debate about the potential for rampant inflation in the...

Sustainable Investing – Seeking a Lower Carbon Path

While Coronavirus has captured headlines for the past year, climate change is still a serious topic discussed and debated over Zoom chats, in...

How Technology Plays a Role With Wealth Planning

Clients frequently ask us questions about their financial futures—do I have enough assets to sustain my lifestyle? If I make this gift, how does...

Stop Watching the News

According to a recent survey by the American Press Institute, nearly two thirds of American adults say they look at the news at least several times a...

Spotting Fraud

The famous criminal, Willie Sutton, was once asked why he robbed banks, and his response was simple and humorous: “Because that’s where the money...