Investment Commentary
OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY
The Hidden Risk of Success: Why It’s Important to Realize Gains
January 27, 2026
Success can sometimes lead to hidden risks. I often hear investors say, “I know the […]
Labor Shortage—4th Quarter 2025 Commentary
December 31, 2025
Labor Shortage “The only thing on your to-do list is ‘Take down outdoor Christmas lights.’” […]
4th Quarter 2025: Market and Economy
December 31, 2025
2023, 2024, and 2025: A truly incredible three-year run for markets. That is what we’re […]
Psychology & Money: When Two Worlds Collide
November 15, 2025
More than ever, we’re realizing that our relationship with money—how we earn it, spend it, […]
Planning Commentary
TIMELY FINANCIAL PLANNING ADVICE
The Future of Social Security
January 6, 2026
From time to time, the solvency of Social Security makes its way back into the […]
Directed Trustees: Flexibility, Accountability, and Teamwork
December 20, 2025
In 1994, I sent my father what I thought was a compelling three-page letter, urging […]
2026 Tax Rates & Inflation Adjustments
December 19, 2025
Passed in July 2025, the One Big Beautiful Bill Act (OBBBA) is a sweeping tax […]
Your 2025 Year-End Planning Checklist
November 18, 2025
With the end of 2025 fast approaching, you might want to check your financial to-do […]