Blog
MARKET REVIEW: 3Q 2026
Geopolitical tensions and rising interest rates shaped the quarter, but resilient markets, solid economic growth, and strong corporate earnings kept investors focused on fundamentals.
Search our blog
Explore by category
Safeguarding Your Legacy
September is National Preparedness Month – a reminder to evaluate you plan and coverages.
TEAM SPOTLIGHT – Carolyn Wittmann-Todd
Check out our latest Team Spotlight to get to know one of our newest members, Carolyn Wittmann-Todd.
What We’re Reading This Summer
With summer in full swing, our team is working its way through our summer reading list. Check out our recommendations.
Understanding the OBBBA: Its Impact on Your Taxes and Beyond
If the recent passage of the One Big Beautiful Bill Act has left you scratching your head, you’re not alone.
MARKET REVIEW: 2Q 2025
The Trump administration’s tariff plans escalated early in the second quarter.
Alternative Investments: Promises and Pitfalls
While alternative investments can boost returns, they require careful selection and expert guidance to justify their higher costs, illiquidity, and complexity.
