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Markets in 2 Minutes – May 2024

In the newest edition of Markets in 2 Minutes, Connor Darrell of the Investment Team provides a recap of the ...

Capital Market Assumptions 2024

Resetting Expectations: 2024 Capital Market Assumptions

Each year, our Investment Team undertakes a comprehensive review of our capital market assumptions (CMAs) across asset classes. CMAs serve ...

sunset tax cuts and jobs act

The Sunset of the Tax Cuts and Jobs Act: Financial Planning Considerations

When the Tax Cuts and Jobs Act (TCJA) went into effect in December 2017, it enacted several major changes, including ...

sunset tax cuts and jobs act

The Sunset of the Tax Cuts and Jobs Act: What You Should Know About Estate, Gift, and GST Exemptions

The following is a brief summary of the changes to the estate, gift, and GST exemptions that will occur due ...

emotional intelligence EQ

Emotional Rescue: Why Emotional Intelligence (EQ) Matters, in Wealth Advising and in Life

Reprinted with permission from Randy Kaufman. Randykaufman.com© with research assistance from Dustin Lowman, Guitar & Pen What is a wealth ...

Markets in 2 Minutes – April 2024

In the newest edition of Markets in 2 Minutes, Connor Darrell of the Investment Team discusses the relative attractiveness of ...

Q1 2024 commentary

2024 1st Quarter Commentary: “In a world drenched in pessimism, it pays to be optimistic.”

With so much emphasis placed on negative headlines, negative developments globally, and the ability to embrace one’s inner negativity, it ...

Markets in 2 Minutes – March 2024

In the newest edition of Markets in 2 Minutes, Emily Platt of the Investment Team examines the surge in credit ...

Markets in 2 Minutes – February 2024

In the newest edition of Markets in 2 Minutes, Emily Platt of the Investment Team reflects on the spike in ...

Charlie Munger & Warren Buffett

The Abominable No-Man and the Oracle of Omaha

The recent passing of Charlie Munger, Vice Chairman of Berkshire Hathaway, made us reflect on his and Warren Buffet’s successful ...

Winter 2024 Market Recap & Outlook

In our winter 2024 market recap and outlook, members of the Investment Team discuss what really happened in the markets ...

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