Estate Planning: Digital Assets

Jun 2, 2025 | Insights, Webinars

Listen as Chris Flores and Steve Fortin host attorney, Jake Samad, to discuss important estate planning tips for digital assets (think emails accounts, social media, phones, cryptocurrencies,...

Investing Through The Noise

May 12, 2025 | Insights, Webinars

Recent news and policy uncertainty has created a lot of noise and confusion for investors. We are pleased to host Jack Manley of JP Morgan, Executive Director and Global Market Strategist at JP Morgan Asset Management as he shares insights on “Investing Through the...

New 529 Planning Ideas

May 7, 2025 | Articles, Insights

Key changes from Secure Act 2.0 are now in effect.  Before we dive in, let’s take a brief look at the history of saving for education through 529 plans.

Residential Real Estate in 2025

Mar 28, 2025 | Articles, Insights

A primary residence represents the largest, or one of the largest, assets on a net worth statement for our clients. As such, decisions we make regarding our homes are very important to our financial wellbeing.

2025 Investment Forum Webinar

Mar 5, 2025 | Insights, Webinars

We are pleased to announce our featured speaker, Strider Elass, Sr. Economist with First Trust and part of the First Trust Economics Team that Bloomberg has consistently ranked as one of the top forecasters of the U.S. economy over the past decade. We will also hear...