Should You Be Exploring Long-Term Care Insurance for Your Aging Parents?
As parents get older, a question looms large over their adult children: “How will I care for my aging
Ian Clemens
January 26, 2022
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MARKET COMMENTARY: Inflation and the Economy in 2022
How high will inflation go, how solid is the economy, and how aggressive will the Fed be in raising
Cannon Carr
January 12, 2022
How Certain Is Uncertainty?
When it comes to growing and protecting your wealth people feel that the future today is more uncertain than ever before. CIO Cannon Carr talks about the role of psychology and data in today’s financial markets.
Cannon Carr
December 6, 2021
Putting Omicron in Context
The potential spread of the Omicron strain is roiling markets. Here’s our quick take to keep it in perspective.
Cannon Carr
November 30, 2021
Uncertainty
The companion video for this piece is available for viewing here: From a wealth planning perspective, today may seem
Cannon Carr
November 30, 2021
Gifts That Keep on Giving: Charitable Contribution Tax Mitigation Strategies
As the end of each year approaches, our team of wealth strategists gives special emphasis to actions that can
Richard Bean, CPA, CFA
November 3, 2021
Quick Take on Cryptocurrency
What place – if any? – does cryptocurrency have in your portfolio? Watch our Chief Investment Officer’s quick take
Cannon Carr
October 21, 2021
How Good Will You Be at Inheriting Money?
A Must-Read for Xennials Coming into Money As a member of the Xennial microgeneration, my friends and I are
Jeff Moeller
October 6, 2021
Markets Jolt: Big Tech in Trouble?
Big tech stocks took a slide over the past week, down -3.6%, following the Fed’s announcement last Wednesday that
Cannon Carr
September 29, 2021
The Next Phase in the Pandemic Era
The rise of the Delta variant may well mark a new phase for financial markets in the pandemic era.
Cannon Carr
September 13, 2021