Client Content

Communications

Added 7 days ago

A Christmas Story to Carry with You

As Christmas arrives, the pace of life often slows—just enough to remind us of what the season is really about. It’s a time for reflection, generosity, and the quiet moments
Added 2 weeks ago

What are Trump Accounts?

On July 4th, 2025, the One Big Beautiful Bill Act was signed into law by President Trump. One of the many provisions it introduced is a new financial tool for
Added 3 weeks ago

2026 IRA Changes: What You Need to Know

Each year, the IRS reviews contribution limits for retirement accounts to keep pace with inflation and rising costs. For 2026, several important updates will affect how much individuals can save

New Releases

Added 2 years ago

Performance of the Premiums

Subject Presentations

Added 2 years ago

Don’t Let Politics Drive Your Financial Plan

Added 2 years ago

The Case for Global Diversification

Added 2 years ago

Market Returns During Election Years

Core Presentations

Added 2 years ago

Core Investment Philosophy

Added 2 years ago

Diversification and the Randomness of Returns

Added 2 years ago

Investment Principles

QuickTakes

Added 1 year ago

Long-Term Investors, Don’t Let a Recession Faze You

Added 2 years ago

Investment Principles for Navigating Volatility

Added 2 years ago

How Often Do Small Cap, Value, and High Profitability Outperform?

White Papers

Added 2 weeks ago

Guide to Maximizing Your Social Security Benefits

Added 2 weeks ago

Tariffs in 2025: What they Mean for Markets and Your Money

Added 2 weeks ago

A Plan for Tomorrow: Building & Preserving Generational Wealth for Black & Hispanic Communities

Added 2 weeks ago

A Guide to Unfinished Business: Facing the death of a loved one: A Survivor Checklist

Added 2 weeks ago

5 Financial Resolutions to Empower Your Year

Added 2 weeks ago

Five Questions to Ask About Medicare

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