Featured Post Market Commentary

Searching for Opportunity

As we approach year-end, it’s natural to reflect on the investment year that was and, more importantly, consider where to find investment opportunities going forward. Given domestic stocks have perfor...
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Market Commentary

Searching for Opportunity

As we approach year-end, it’s natural to reflect on the investment year that was and, more importantly, consider where to find investment opportunitie...
Read More
Manage Wealth

Different Ways to Give

Philanthropy is top-of-mind for many of our clients during the holiday season. In this theme, we are pleased to republish an article that Ken Dike, ou...
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Market Commentary

Quarterly Insights: October 2021

The U.S. economy continues its recovery from early 2020. However, economic indicators point to a slowing rate of growth. Estimates for annual GDP grow...
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Market Commentary

Long Day’s Journey into Night

Two features define the current economic and financial market backdrop. The first and most obvious is the significant increase in government involveme...
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Grow Wealth

Does Cryptocurrency Belong in Your Portfolio?

Cryptocurrencies have entered the mainstream. What began as a white paper written by the mysterious Satoshi Nakamoto in 2008, titled “Bitcoin: A Peer-...
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Market Commentary

Quarterly Insights: July 2021

Here comes the sun. Across the country, Americans are enjoying summer and the relaxation of Covid restrictions. The optimistic mood extends to very po...
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Market Commentary

A Playbook for Unprecedented Times

Take yourself back to 2019 when the year was drawing to a close. Imagine being told: 2020 will be the year when our hospitals will be overwhelmed, off...
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Manage Wealth

A New Era in Death and (Estate) Taxes

They say nothing in life is certain, except for death and taxes. While neither is avoidable, there may be certain ways to mitigate the impact of taxes...
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Market Commentary

Quarterly Insights: April 2021

We have come a long way in the last twelve months. In response to the coronavirus pandemic, concerned governments around the world closed large portio...
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Grow Wealth

Long-Term Investors Cannot Ignore ESG

It’s no secret that ESG (Environment, Social, Governance) investing is more than a passing fad. ESG investors select companies with a focus on how the...
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