Client Portals
Blog
Teresa J.W. Bailey

Girls Just Wanna Have Funds

  Today’s business world is saturated with powerful women growing their own businesses and excelling in prominent roles. Despite this progress, many women in business

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Weekly Insights
David S. Waddell

Money, Money, Money

The Full Story: I spend a lot of time inside my head trying to decide what matters most in a never-ending storm of data. Is

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Weekly Insights
David S. Waddell

Digging into the Delta

The Full Story: On Friday, the 2020 Summer Olympic Games (pandemically delayed) began in Tokyo with a breathtaking opening ceremony and few observers.  To guard

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Weekly Insights
David S. Waddell

Mid-Year Market Physical

The Full Story: Believe it or not, we have completed nearly 50% of 2021.  Now that we have reached the halfway point, it is time

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Blog
Kathy S. Williams

Who Loves Taxes?

Benjamin Franklin famously wrote in 1789, “Our new constitution is now established, and has an appearance that promises permanency; but in this world, nothing can

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Weekly Insights
David S. Waddell

Give Growth A Chance

The Full Story: This week, President Biden announced his proposal to raise capital gains taxes from 23.8% to 43.4% for those with earnings (wage income

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Blog
Teresa J.W. Bailey

Girls Just Wanna Have Funds

  Today’s business world is saturated with powerful women growing their own businesses and excelling in prominent roles. Despite this progress, many women in business

Read Blog »
Weekly Insights
David S. Waddell

Money, Money, Money

The Full Story: I spend a lot of time inside my head trying to decide what matters most in a never-ending storm of data. Is

Read Blog »
Weekly Insights
David S. Waddell

Digging into the Delta

The Full Story: On Friday, the 2020 Summer Olympic Games (pandemically delayed) began in Tokyo with a breathtaking opening ceremony and few observers.  To guard

Read Blog »
Weekly Insights
David S. Waddell

Mid-Year Market Physical

The Full Story: Believe it or not, we have completed nearly 50% of 2021.  Now that we have reached the halfway point, it is time

Read Blog »
Blog
Kathy S. Williams

Who Loves Taxes?

Benjamin Franklin famously wrote in 1789, “Our new constitution is now established, and has an appearance that promises permanency; but in this world, nothing can

Read Blog »
Weekly Insights
David S. Waddell

Give Growth A Chance

The Full Story: This week, President Biden announced his proposal to raise capital gains taxes from 23.8% to 43.4% for those with earnings (wage income

Read Blog »