Portfolio Stress Testing: Are You Prepared For the Next Recession?

How to Talk About Money with Family Over the Holidays. Whether your family is just beginning to plan or has been navigating financial decisions across generations

As year-end approaches, many clients focus on charitable giving—supporting causes they care about while optimizing their tax strategy. This year carries added urgency: the One Big Beautiful Bill Act (OBBBA) will significantly change charitable giving rules in 2026.

Maintain diversification as one of our risk management tools, focusing on our high-conviction ideas that tie with where we feel we are in the economic cycle.

Our Investment Policy Committee (IPC) remains focused on balancing opportunity with discipline as markets continue to react to shifting economic and geopolitical dynamics. Following a volatile start to the year, recent developments have created a more constructive environment for risk assets, though caution remains war

On July 4, 2025, President Trump signed the One Big Beautiful Bill Act into law. Learn what that means for business owners.