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NEW communication Added 9 hours 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 5 days 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
communication Added 1 week 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
Communications
NEW Added 9 hours 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 1 week 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
Added 2 weeks ago
Long-Term Care Awareness Month
As the holiday season approaches, November brings not only gatherings of family and friends but also an important reminder: it’s National Long-Term Care Awareness Month. This newsletter is designed to
Quarterly Investment Commentary – Q3 2025