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NEW communication Added 14 hours ago
Holiday Spending & Financial Wellness
The holidays are a time for family, gratitude, and celebration — but also a season when budgets are often tested. Between travel, gifts, and year-end events, it’s easy for expenses
communication Added 1 week ago
The Thanksgiving Miracle of the “Pay-It-Forward” Layaway: A Documented True Story
As we enter the season of gratitude, we’re reminded that Thanksgiving isn’t just about the food on our tables—it’s about the kindness we share, the compassion we show, and the
toolkit Added 2 weeks ago
New Client Toolkit
Inside you will find: Best practices for conducting an effective first client meeting. Step-by-step guidance on gathering documentation and required information. A streamlined workflow to prepare advisors for new client
Communications
NEW Added 14 hours ago
Holiday Spending & Financial Wellness
The holidays are a time for family, gratitude, and celebration — but also a season when budgets are often tested. Between travel, gifts, and year-end events, it’s easy for expenses
Added 1 week ago
The Thanksgiving Miracle of the “Pay-It-Forward” Layaway: A Documented True Story
As we enter the season of gratitude, we’re reminded that Thanksgiving isn’t just about the food on our tables—it’s about the kindness we share, the compassion we show, and the
Added 2 weeks ago
Charitable and Itemized Deduction Changes Under the One Big Beautiful Bill Act
In July 2025, Congress passed the One Big Beautiful Bill Act (OBBBA), bringing the largest tax changes in years. Many of these provisions take effect in 2026 and will directly
Quarterly Investment Commentary – Q3 2025