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      Featured Post

      2025 Midyear Market Outlook: CIO’s 3 Key Investor Themes to Watch

      6 minute read | July 9, 2025

      The first half of 2025 is in the books. While it may not have played out exactly as we envisioned, equity markets are roughly where we expected them to be. The S&P 500 has...

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      Featured
      July 9, 2025

      2025 Midyear Market Outlook: CIO’s 3 Key Investor Themes to Watch

      The first half of 2025 is in the books. While it may not have played out exactly as we envisioned, equity markets are roughly where we expected them to be. The S&P 500 has...
      Retirement Planning
      June 5, 2025

      Smarter Tax Strategies with Direct Indexing

      Taxes can be one of the biggest drags on long-term portfolio performance. And in today’s market, clients are more tuned in than ever to the impact taxes have on their bottom...
      Financial Planning
      May 22, 2025

      Tax Optimization Strategies for a Changing Financial Landscape

      In today’s evolving financial landscape, advisors need to do more than react to changes to stay ahead—you need to seize opportunities to enhance client outcomes. Tax...
      Financial Planning
      February 18, 2025

      How to Position Tax Planning as a Value-Added Service for Financial Advisors

      Incorporating tax planning as a value-added service can set you apart as a financial advisor, helping you attract new clients and strengthen existing relationships. Taxes are...
      HNW/UHNW
      December 1, 2023

      Year-End Charitable Giving Strategies for HNW Clients

      As December 31 approaches, many people turn their thoughts to charitable giving. Whether the impetus is related to spending down an anticipated year-end bonus, maximizing tax...
      Financial Planning
      September 1, 2023

      What Are You Reading? The Financial Advisor Book List

      In the dynamic and ever-evolving world of finance, staying ahead of the curve is paramount to financial advisor success. While it may be only anecdotally true, an old adage...
      Values-Driven Investing
      June 2, 2023

      The Intersection of Investing and Faith

      Though faith-based investing isn’t a new concept, many investors aren’t aware that they can align their investments with their religious values. For investors, designing an...
      Market Insights
      March 31, 2023

      8 Lessons Learned From the 2008 Recession That Are Applicable Today

      No two recessions are alike, yet many repercussions for employers, investors, and financial advisors are similar:
      Retirement Planning
      March 24, 2023

      Retiring During a Recession: Key Planning Strategies

      Here we stand, hoping we are on the other side of the pandemic, looking at the wreckage. A harsh economy, high expenses, and a bear market. From every angle, it feels...

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