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 […]