Insights
Perspectives & News
Market commentary, tax and estate guidance, and firm news, in plain English.
Financial Planning
Five Financial Decisions Worth Revisiting Before Year-End
Five areas of a financial plan that may be worth a second look before the year closes: cash needs, charitable giving, retirement income, tax decisions, and the estate plan.
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Estate Planning
Safeguarding Your Family's Future
Six estate planning topics worth reviewing: powers of attorney, a living will, a last will and testament, trusts, regular updates, and an organized legacy binder.
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Financial Planning
The Conversations Every Family Should Be Having About Wealth
Why family conversations about values, goals, and intentions are part of financial planning, and five questions that can help start them during the year-end holidays.
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Investment Markets
The American Economic Miracle: 46 Years in the Market
Several days ago, I was visiting with a good friend and client about the current state of the capital markets, and I shared a few experiences from my career. Shortly thereafter, I thought, “I should write this down and share it, as many would find the historical American Economic Miracle quite fascinating.”
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Investment Markets
August 2026 Market Commentary
Markets mostly advanced in August as strong corporate earnings, continued artificial-intelligence investment, and resilient business activity outweighed softer labor and consumer data. The S&P 500 gained 2.7%, International Developed equities gained 2.5%, and Emerging Market…
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Investment Markets
July 2026 Monthly Market Commentary
Markets finished July with mixed results as strong corporate earnings and continued investment in artificial intelligence were offset by slower economic growth, renewed energy-price pressure, and a more divided Federal Reserve. The S&P 500 was approximately flat for the month…
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