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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Should I Stay or Should I Go – Relocating for Retirement
Stone Churby, M.S. Wealth Management Associate | Chase Hayhurst, CFP®, Senior Wealth Management Advisor | Thursday, May 22, 2025
You’ve worked your whole life for this moment, retirement, it’s now the time for you to enjoy the fruits of your labor. This new phase of your life allows you to spend more time with loved ones, travelling, and developing passions outside of your business and career. As you prioritize your needs and wants in […]
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Will The U.S. Budget, Budge? – The History and Future of the Federal Deficit
Andrea Taylor, CPA, MSA Wealth Management Advisor | Aubrey Brown, CFP®, EA, M.S. Wealth Management Advisor | Thursday, April 24, 2025
For many investors, the federal deficit represents an intangible, distant issue that reflects more about Washington politics than personal finance. As wealth managers, we know the size and trajectory of the U.S. deficit can influence market conditions, interest rates, and ultimately our client’s long-term financial plans. As we help clients plan for retirement, manage portfolios, […]
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