As we find ourselves at the midpoint of the year, it’s an opportune moment to reflect on the long-term journey we’ve embarked upon together in the realm of investments. The financial landscape has unveiled its latest chapters, and I am pleased to share our insights and observations with you.

With increasing anxiety, many investors are eyeing their portfolios for exposure to regional banks. When financial headlines cause worry, focus on your investment plan instead of rummaging through your portfolio for investments to sell.

The year 2022 was tumultuous for the investment world, filled with uncertainty that tested investors’ mettle. Despite these challenges, the central theme of 2022 was the ultimate heroic act of standing fast in the face of economic and inflationary uncertainty.

The market has rebounded from its October lows. Whether the bottom is now or another 20% down, here are a few things to keep in mind.

Selling one’s quality equity portfolio into a bear market has historically been the best way to derail any chance for lifetime investment success and reaching your financial goals. Here are ten lessons to remember during periods of volatility that can help you stick to your well-built plan.

Leading financial headlines are inflation, recession, and the potential depth of a bear market. This article will address inflation’s impact on the chances of a recession, the correlation between recessions and stock market valuations (measured as the S&P 500 throughout the article), and market timing in the face of a recession.

Evidence-based investors build and manage their portfolios based on what is expected to enhance future returns and dampen related risk exposures, according to the most robust evidence available.

Managing for tax-efficient investing is just one way we help families reduce their lifetime taxes. We also help integrate all of the strategies into your broad financial interests.

We view effective tax planning as a way to reduce your lifetime tax bill—or beyond if you’re preparing for a tax-efficient wealth transfer to your heirs.

Whether you’re saving, investing, spending, bequeathing or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. But how do we plan when we cannot know?