February shivers were followed by geopolitical jitters. Volatility picked up in February, culminating in an early March crescendo. Against a...
Holistic Approach to Asset Allocation
One of the most common questions investors ask is whether they are invested in the “right” things. Often, this question arises after hearing about...
Markets in Turbulent Times
This past weekend, we woke up to the news that a U.S.-Israel coalition attacked Iran, its leaders, and strategic outposts. Global conflicts...
SCOTUS Overturns Tariff Mandates
It’s off again. After months of on-again, off-again tariff negotiations last year, the Supreme Court of the U.S. (SCOTUS) nullified Trump’s tariffs...
The K-Shaped Recovery: Five Years Later
It’s hard to believe it’s been well over five years since COVID and the short-lived COVID recession. Yet here we are still talking about an economic...
Winter Chill, Warming Jobs: Parsing the Mixed Labor Signals
A break in the Winter doldrums seems to be afoot. Yes, we’re talking about the weather and the economy’s soft spot… labor markets. Labor markets...
Congratulations! Stacey Spedden-Irrgang
We are proud to announce that Stacey Spedden-Irrgang has been named to the 2026 Forbes Top Women Wealth Advisors Best-In-State list. This...
Tax Review and Tax Planning
Tax planning is not a once-a-year exercise completed only at filing time. Rather, it is an ongoing, strategic process that evolves as your financial...
The Gold Pullback: Fundamentals, Flows, and Fear
What happened to Gold? Many woke up over the past few days to see the most recent FOMO trade take a hit. Now is a good time to reflect on the gold...
Global Dialogues: Key Takeaways from the 2026 World Economic Forum
Last week, the World Economic Forum (WEF) conducted its annual forum of government officials, business chieftains, and academia to prioritize and...
Volatility in Context: Why Recent Swings Are More Normal Than They Feel
February shivers were...
Holistic Approach to Asset Allocation
One of the most common...
Markets in Turbulent Times
This past weekend, we...
SCOTUS Overturns Tariff Mandates
It’s off again. After...
The K-Shaped Recovery: Five Years Later
It’s hard to believe...