Capitalizing On a New Year: 2026 Planning Opportunities
Stone Churby, M.S. Wealth Management Associate | Brooke Boone Kelly, CFP®, MACC Wealth Management Advisor, Partner | Thursday, February 12, 2026
The start of a new year gives individuals and businesses the opportunity for a good health check-up on their financial situation and to strategize for the year ahead. Cash flow needs, gifting strategies, philanthropic goals, estate plans and asset allocation may need to be updated depending on your financial needs and long-term planning goals. Additionally, […]
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Flight to Safety: How Gold, the Dollar, and New-Age Assets Are Redefining Stability
Chase Hayhurst, CFP®, Senior Wealth Management Advisor | Ryan Richardson, CFP®, ChFC®, Senior Wealth Management Advisor | Thursday, November 13, 2025
A Flight to Safety Returns Shifting geopolitical alliances, richly valued markets, rising U.S. debt, and persistent inflation have investors rebalancing portfolios and seeking safe havens. While the U.S. dollar remains the world’s dominant reserve currency, its status is being tested by growing challenges – from fiscal imbalances, geopolitical shifts, and a global move to diversify […]
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The Wide World of Commodities
Marty Rascon, CFA, Wealth Management Associate Advisor | Brooke Boone Kelly, CFP®, MACC, Wealth Management Advisor, Partner | Thursday, September 11, 2025
Every time you fill up your gas tank, flip on the light switch, or check your email on your smartphone you are directly interacting with the world of commodities. Commodities are the essential raw goods and materials that are the center of virtually every aspect of our daily lives. But what exactly constitutes a commodity […]
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10 Ways The OBBBA Could Affect You
Aubrey Brown, CFP®, EA, M.S., Wealth Management Advisor | Andrea Taylor, CFP®, CPA, MSA, Wealth Management Advisor | Thursday, August 14, 2025
On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law just six months before key provisions of the 2017 Tax Cuts and Jobs Act (TCJA) were set to expire. While the bill’s 887 pages include many non-financial provisions, it carries broad implications for taxpayers, making several TCJA-era tax law […]
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Enhancing, Optimizing and Organizing Your Digital Footprint
Kelly McCaddin, Operations Associate | Sally Eisenberg, Operations & Client Service Advisor | Thursday, June 26, 2025
Just like a home needs regular clean-up, your digital footprint deserves some consideration, too. Welcome to the world of digital housekeeping—where decluttering your devices isn’t just satisfying; it’s critical for productivity, peace of mind and cybersecurity. Today’s ever-changing landscape of new mediums and technology have made digital housekeeping even more important. Whether it’s to protect […]
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