Blog
Shelly Baker
August 13, 2025
Blog
Navigating Family Wealth Management: How to Align Values, Expectations & Responsibilities
Three generations sit in the same room. They’re all speaking English, but they might as well be using different languages when it comes to money.
Shelly Baker
August 13, 2025
Matt Gentzkow
The Power of Productivity
The Full Story: You might have missed it, and I wouldn’t blame you. Amid the daily whirlwind of political drama, from a federal takeover of
Matt Gentzkow
August 9, 2025
David S. Waddell
The Reason for the Season
Four times a year, companies report their prior quarter’s financial results. Analysts refer to this as earnings season. Remember that stock prices (P) represent earnings results
David S. Waddell
July 25, 2025
David S. Waddell
Tallying Tariffs
It’s July. Trump’s campaign promises have largely been fulfilled. DOGE blasted off and slashed $150 billion in expenses. Southern border encounters fell in June to 9,306 vs.
David S. Waddell
July 18, 2025
Weekly Insights
U.S. Dollar: Implications for Global Returns
As we pass the halfway mark of 2025, one of the important themes shaping the investment landscape is the performance of the U.S. dollar. As
Matt Gentzkow
July 11, 2025
Blog
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
Sean Gould
July 2, 2025
Weekly Insights
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
Matt Gentzkow
June 29, 2025
Weekly Insights
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
Matt Gentzkow
June 20, 2025
Blog
Navigating Family Wealth Management: How to Align Values, Expectations & Responsibilities
Three generations sit in the same room. They’re all speaking English, but they might as well be using different languages when it comes to money.
Shelly Baker
August 13, 2025
Matt Gentzkow
The Power of Productivity
The Full Story: You might have missed it, and I wouldn’t blame you. Amid the daily whirlwind of political drama, from a federal takeover of
Matt Gentzkow
August 9, 2025
David S. Waddell
The Reason for the Season
Four times a year, companies report their prior quarter’s financial results. Analysts refer to this as earnings season. Remember that stock prices (P) represent earnings results
David S. Waddell
July 25, 2025
David S. Waddell
Tallying Tariffs
It’s July. Trump’s campaign promises have largely been fulfilled. DOGE blasted off and slashed $150 billion in expenses. Southern border encounters fell in June to 9,306 vs.
David S. Waddell
July 18, 2025
Weekly Insights
U.S. Dollar: Implications for Global Returns
As we pass the halfway mark of 2025, one of the important themes shaping the investment landscape is the performance of the U.S. dollar. As
Matt Gentzkow
July 11, 2025
Blog
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
Sean Gould
July 2, 2025
Weekly Insights
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
Matt Gentzkow
June 29, 2025
Weekly Insights
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
Matt Gentzkow
June 20, 2025