As financial advisors and stewards of client wealth, we have the serious responsibility to allocate and manage client portfolios to meet needs and goals.  The global capital markets are vast and so we have a plethora of asset classes and investment vehicles from which to choose.

Like anything financial planning related, there’s a simple answer, but many potential considerations to keep our heads on a swivel. Let’s start with some simple facts and we’ll build on more complex matters and end with our BIG IDEAS:

Medicare’s annual open enrollment for 2026 runs from October 15 to December 7, with several notable changes to costs, coverage, and plan options that beneficiaries should carefully review.  The current government shutdown does NOT affect Medicare nor the open enrollment period.

Financial planning and investment advice is personal.  Sounds silly to even type that because most financial firms say that. However, efficiency matters in scaling a business and, oftentimes, process is placed over people. That said, personalization is our secret sauce in developing meaningful relationships and financial plans that align with our client’s values.

Open Enrollment ConsiderationsWith open enrollment for employee benefits about to begin for most people, we want to share our top considerations for elections.  This is not an exhaustive list and, as always, no situation is clear cut. Please reach out directly with...

Every year brings unique planning opportunities for business owners. However, the passing of the new tax law creates a new set of considerations as we head to the end of 2025 and into 2026.

As digital assets become increasingly prevalent and valuable, both financially and sentimentally, integrating them into one’s estate planning is essential. These assets may include cryptocurrencies, online banking credentials, digital wallets, domain names, email accounts, cloud-based storage and social media profiles.

Investment Real Estate: Should You be an Active or Passive Real Estate Investor, or Both? Spring and summer are peak seasons for real estate transactions, with certain property types seeing higher activity due to favorable weather, school schedules, and market...