Perspectives

Have you ever walked out of a store and wondered, “What did I just spend?” It’s a common feeling in today’s tap-to-pay world. Recently, Wealth Manager Billy Spencer shared his insights with [...]

Succession planning is more critical than ever in the RIA industry, yet many firms are struggling to prepare for the future. Recently, our President and Managing Partner, Leah Sciabarrasi, CFP®, [...]

Indexes can be a powerful investment tool, but they’re not all created equal. Investment Research Analyst Joe Alger, CFA, recently discussed the importance of selecting the right index for [...]

As we approach year end, this guide highlights essential financial considerations, offering actionable steps and practical advice to help secure your family’s financial well-being. Smart [...]

Direct indexing is reshaping how investors approach portfolio customization and tax efficiency. Director and Portfolio Manager Jason D. Hendricks, CFP®, ChFC®, CSRIC®, recently shared his [...]

With the election results now in, many investors are wondering if they should adjust their portfolio strategy. We have written in the past about how political affiliation can frame investors’ [...]

The Corporate Transparency Act (“CTA”) became law on January 1, 2021, and implementation became effective January 1, 2024. The CTA created broad reporting requirements that apply to LLCs, limited [...]

What’s your giving strategy for 2025? The new year signals fresh opportunities to give back—are you prepared? Director and Wealth Manager Luke B. Neumann, recently spoke with Crain Currency about [...]

Since 1980, US trade policy has been largely pro-trade which has allowed unfettered access to US markets for goods and capital. During this time, countries like China aggressively increased [...]