Investment Commentary
OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY
Big Cats and Best-laid Plans: 3rd Quarter 2023 Commentary
Big Cats and Best-laid Plans National park officials closed part of Olympic National Park near […]
3rd Quarter 2023: Market and Economy
Market and Economy For decades, the economy and investors have benefited from steadily declining interest […]
Artificial Intelligence: 2nd Quarter 2023 Commentary
Artificial Intelligence My grandfather, John Frank Bragg, Sr., cried the day my father, Frank Jr., […]
2nd Quarter 2023: Market and Economy
Market and Economy Stocks enjoyed a remarkable run in the first half of 2023. The […]
Planning Commentary
TIMELY FINANCIAL PLANNING ADVICE
An Executive’s Guide to Non-Qualified Deferred Compensation Plans
Were you offered participation in your company’s non-qualified deferred compensation (NQDC) plan and find yourself […]
2024 Tax Rates & Inflation Adjustments
The IRS released Revenue Procedure 2023-34 (PDF) and Notice 2023-75 (PDF), which detail the tax changes, inflation […]
Thoughtful Intergenerational Conversations May Yield Fruit for Your Family
Intergenerational estate planning conversations yield good fruit for families. So why don’t more of them […]
Your 2023 Year-End Planning Checklist
As we find ourselves searching the “Weather” app for signs of cooler days ahead, we […]