Category: Newsletter

Fact-Checking the Mainstream Economic Narrative By: Nicholas A. Boyer, Chief Investment Officer/Executive Vice President For the last several months, we have been talking about the stubborn and perplexing gap between perception and reality in the economy and financial…

Protect Financial Goals by Avoiding Lifestyle Creep and Living within Your Means By: Brayden J. Campbell, Wealth Advisor With another holiday season in the books, many of us may be facing bigger bills from the extra expenses around…

Why Strategic Capital Gains Deployment is Essential to Wealth Management and Financial Planning By: Amy L. Strouse, CPA Buy low and sell high is tried and true investment advice, yet sometimes it is the most difficult to follow….

Provisions of the Tax Cuts and Jobs Act, such as lower tax rates and changes to certain deductions, upend decades of conventional planning wisdom, leaving many individuals and families wondering what these changes means for them. To help…