Welcome back to another installment of our fourth quarter blog series! For this year, we are covering a value that is shared by many of our clients and friends: Generosity. As a Christian, I see the importance of generosity as rooted in my faith in God. Through the life, death, and resurrection of Jesus Christ, God has been abundantly generous to me (and every other person in the world who… Read More
As wealth managers, we spend much of our time helping people plan wisely for the future. When we talk about goals and objectives for the future, we typically discuss how a client wants to use their financial resources to impact the people around them. Of course, we need to plan to take care of our own needs, but many times, a client’s main objectives are not focused on themselves. Many… Read More
Earlier this month, my wife and I celebrated our 28th wedding anniversary with a visit to Longwood Gardens. One of its hallmark attractions is the fountain and light show — a breathtaking display where streams of water dance in perfect synchronization with music. If you’ve never experienced it, it’s truly a spectacle of beauty and precision. As I watched the fountains, I was struck by how they form a self-sustaining… Read More
These days, it seems like every minute brings a new headline: inflation surprises, interest rate changes, a central banker’s hint, new tariff signaling, or a CEO’s offhand tweet. It seems the market jumps, tumbles, and pivots on whatever dominates the news cycle. It’s no wonder so many investors feel overwhelmed and wonder: what’s really going on with the stock market? In today’s post, we’ll focus on the two simple forces… Read More
On July 4th, the One Big Beautiful Bill Act (OBBBA) was signed into law, and with it came a number of changes for current and future tax law. Over the next four weeks, we will break down these changes and how they will impact tax planning for our clients going forward. In Part I of our series, we focus on the big picture changes that the bill signed into law…. Read More
On August 7th of 2025, President Trump issued an executive order with the intent to allow defined contribution plans, such as 401(k)s, to include alternative investments as an available investment option in their fund lineups alongside more traditional equity and fixed income funds. 401(k) plans are essential and powerful parts of many retirement strategies. It’s important to understand any changes that impact them and any potential benefits or risks that… Read More
By now, we hope you recognize the important role that life insurance plays in a financial plan. For this final installment in our series, we want to answer the question: What type of policy is right for me? The goal of today’s blog is to provide an initial framework for how to begin thinking about this question. We’ll discuss the basic types of life insurance, and move into how to… Read More
Today’s blog post begins by asking a fundamental financial planning question: Does life insurance build wealth? Or, to make it more personal, you might be asking: Should I use a life insurance policy as a long-term investment? To answer these questions, we need to first understand some regulatory compliance issues and essential cautions that you need to know before purchasing certain kinds of life insurance. These are great questions…… Read More
Life insurance may not be the first thing young, high-earning professionals think about. In fact, retirement savings, tax planning, and maximizing their portfolio may seem like much more attractive financial considerations for people at any age. But, when it comes to who needs life insurance, it’s often the same people who may not be thinking about it yet. In last week’s blog, Jon reviewed the importance of life insurance in… Read More
It’s a common question: “is life insurance really essential for wealth management?” That’s likely because, when most people consider what wealth management entails, the aspect that comes to mind is managing investments. However, wealth management is much more than simply trading a portfolio of stocks and bonds. It involves other vital items, such as estate planning, tax planning, charitable giving, risk management, and cash flow (just to name a few)…. Read More
