Events
UPCOMING EVENT
Client Appreciation Event
October 22, 2026
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Why Wealth Transfer Often Fails by the Third Generation
Many families spend decades building wealth. They make sacrifices, grow businesses, invest diligently, and create financial security not only for themselves but for future generations. Yet despite...
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Weekly Update: 08/24/2026
Weekly update: Debt pressures, rising yields Last week was marked by contradiction. Consumers pulled back, yet a cluster of forces kept interest rate risk dictating the pace of the economy....
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The Retirement Trap Nobody Talks About
The Retirement Trap Nobody Talks AboutMost people spend decades preparing for retirement. They diligently save, contribute to retirement accounts, and monitor investment performance with one goal...
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Weekly Update: 08/17/2026
Weekly update: Consumer sentiment falters, oil spikes Last week, the S&P 500 briefly hit record highs, and the Nasdaq drew fresh enthusiasm for AI infrastructure spending. However, Friday reversed...
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Why Investment Returns Aren't the Biggest Driver of Wealth
For decades, investors have been conditioned to focus on one number above all else: investment returns. It's understandable. Headlines highlight market performance, financial media debates stock...
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Weekly Update: 8/10/2026
Weekly update: Weak jobs, strong rally Markets rallied hard last week. Softer jobs data eased worries about a near-term Federal Reserve rate hike; at the same time, standout AI earnings continued...
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Market Update: 08/03/2026
July analysis: Inflation and Fed uncertainty July brought mixed signals for investors to sort through. Inflation data pointed to cooling prices in June, and the labor market held steady even though...
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The Roth Conversion Window: Why Ages 55–70 May Present a Significant Tax Planning Opportunity
How strategic conversions during this overlooked phase of life can dramatically reduce lifetime taxes. Most people think of Roth conversions as a simple question: “Should I convert or not?” But...
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Market Update: 07/20/2026
Weekly update: Strong earnings, reignited conflict Markets had plenty to digest last week. Headline inflation cooled more than expected, with a monthly drop that was the largest since April 2020....
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Why Mid-Year Is the Best Time to Harvest Losses (Even in an Up Market)
How strategic loss harvesting in the middle of the year can create tax alpha even when markets are rising. Tax-loss harvesting is often misunderstood in wealth management. In some cases, mid-year...
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The Hidden Cost of Staying in the Wrong Asset Allocation
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Market Update: 07/06/2026
June analysis: Resilient economy and nervous markets Last month, growth held firm, and the labor market held stable even as financial conditions quietly tightened beneath the surface. Equity...
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Market Update: 06/29/2026
Weekly update: A market in transition Last week, investors shifted money away from AI mega-caps toward cyclical sectors and smaller companies. Inflation is proving stubborn, and U.S.-Iran tensions...
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Retain the Brain
Protecting Your Brain Health May Be One of the Most Important Retirement Planning Decisions You Make When most people think about retirement planning, they focus on investments, income strategies,...
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Market Update: 06/22/2026
Weekly update: A complicated picture The market is telling two stories at once. Enthusiasm for artificial intelligence and the SpaceX debut is lifting a concentrated group of growth stocks, while...
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What are annuities?
What are annuities? Broadly, annuities are financial products designed to help minimize the risk of an individual outliving their retirement savings and the risk that markets will perform poorly....
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Market Update: 06/15/2026
Weekly update: IPOs, CPI, and Fed expectations Last week’s data confirmed that the U.S. economy is not rolling over, but it is not delivering the relief markets want either. Growth is modest, and...
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3 Retirement Mistakes People Commonly Make in Their 50s
Your 50s can be one of the most important decades for retirement planning. For many people, retirement is no longer a distant concept, it begins to feel real. The financial decisions made during...
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Market Update: 06/08/2026
Weekly update: Late May rally doesn't last Stocks entered last week riding May’s momentum and left it questioning the Federal Reserve’s next move. Strong payrolls and persistent inflation kept the...
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Market Update: 06/01/2026
May brought a mix of steady economic expansion, elevated inflation pressures, and shifting market expectations. Growth remained supported by strong consumer spending and rising AI investment, while...
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