Market Updates – July 2026
The lack of progress in negotiations to end the war in the Middle East and a return to military action led to a 21 [...]
Beneficiaries & Minors
What You Should Know Before Naming a Minor as a Beneficiary If you have young children, grandchildren, or other little ones in your [...]
Market Updates – June 2026
Against a backdrop of easing geopolitical risks and strong earnings growth, markets rallied strongly across the board. The S&P 500 and Nasdaq turned in [...]
Q2 2026 Newsletter
Headlines vs. Bottom Lines The second quarter of 2026 brought a dramatic reversal for financial markets as the March declines gave way to [...]
Your Midyear Financial Checklist
If January is about intention, then June is about information. By midyear, you can see what’s actually happened, like where your money went, how [...]
Market Updates – May 2026
Markets wrapped up May on a strong note, extending the rally that began after the March sell-off. While ongoing geopolitical risks continue to exist, [...]
Kids & Inheritance
How to Talk to Your Kids About Inheritance For many parents, inheritance is an important topic they fully intend to address—just not today. [...]
Market Updates – April 2026
Markets rallied notably in April, largely offsetting the declines they experienced in March. Solid fundamentals and improving investor sentiment helped drive an impressive rebound [...]
Assets & Divorce
Protecting Your Assets in Divorce Divorce isn’t only an emotional event—it’s also a financial turning point. Even when both partners intend to part on [...]
Market Updates – March 2026
Markets dropped in March as rising concerns about the ongoing hostilities in the Middle East weighed on investors. Rising energy prices and interest rates [...]
