Articles & Market Commentary

You've updated your will. Your beneficiary designations are current. Your attorney, CPA, and financial advisor are finally in the same room — figuratively, at least. By every technical measure, your estate plan is in good shape. And yet, the...

Something fundamental is shifting in the world of investing. A new generation of investors has entered the market — and they're playing by a completely different set of rules. Gen Z and Millennials aren't simply buying and holding index funds the...

Graduation season is one of the most exciting — and financially consequential — moments of your life. Whether you're walking across the stage with a high school diploma, a college degree, or a graduate degree in hand, the financial decisions you...

You've done the hard part. You've sat with an attorney, signed the documents, and put a plan in place. But here's what many families discover too late: an estate plan is not a one-time event — it's an ongoing process. Life doesn't stand still....