Insights
July 2026 Briefing
A short video sharing what we’re paying attention to.
Efficiency & Renewable Energy for Building Owners
This month’s educational webinar looks at Energy Efficiency and incorporating renewable solar energy into building owners’ comprehensive long-term energy planning. Hear from Flequer Vera, Founder and CEO of Sustainergy Cooperative , a local worker-owned solar and energy efficiency company.
June 2026 Briefing
A short video sharing what we’re paying attention to.
May 2026 Briefing
A short video sharing what we’re paying attention to.
Publicly Traded Real Estate
Join us for our 2nd Quarter 2026 investment webinar as we dive into publicly traded real estate with Evan Serton, Senior Portfolio Specialist with Cohen & Steers.
April 2026 Briefing
A short video sharing what we’re paying attention to.
Why Do We Not Invest in Some Asset Classes?
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.
Charitable Giving
Charitable giving and family legacy are becoming a more prevalent conversation with clients young and old. This month we connected with a philanthropic consultant, Kit Brunner, with Queen City Impact to unpack how to begin thinking about money differently.
Our Recordings
Efficiency & Renewable Energy for Building Owners
This month’s educational webinar looks at Energy Efficiency and incorporating renewable solar energy into building owners’ comprehensive long-term energy planning. Hear from Flequer Vera, Founder and CEO of Sustainergy Cooperative , a local worker-owned solar and energy efficiency company.