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How Money Shapes Family Dynamics: The Emotional Side of Inheritance
When I sit across from clients discussing their estate plans, the conversation rarely stays focused on tax strategies or trust structures for long. Inevitably, we
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Halftime Highs!
What a roller coaster of a first half! As I’ve told many, the first few months of 2025 have felt like a few years at
The Value of a Good Teammate (and Advisor)
Football is wrapped. Basketball is (nearly) in the books. We’ve officially entered the dog days of summer. With it, US equity markets have rebounded sharply
As Goes the US Consumer…
As goes the US consumer, so goes the American economy. Many economic and investment maxims fail to stand the test of time. This one does.
Beyond Stocks and Bonds: The Strategic Role of Alternative Investments
Before we discuss alternative investments, it’s worth noting an important shift in the investment landscape: public markets have contracted, and significantly so. Research indicates that
Tallying Trump
This past week, I had a reporter ask me if the economy and markets had behaved differently than I expected under President Trump so far
Hitting Reset
This week, the S&P 500 reclaimed the zero line, emerging unscathed from the tariff tornado. Despite the histrionics year-to-date, the markets stand within range of
