Blog
Stay informed on the things that could influence your financial picture the most.
We offer research and articles.

Making a Charitable Contribution
Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them.

Insuring Your Second Home
When it comes to insuring your second home, you may find that the coverage you need is quite different from what you have on your primary home.

January 15, 2024 Weekly Market Insights
Stocks pushed higher last week, led by big tech names and boosted by December inflation reports that were mixed but positive enough to shore up investor confidence in Fed rate cuts this year.

White Elephant Inheritance
Have you ever had to deal with a “white elephant”? Not the actual pachyderm, but what Merriam-Webster calls “a property requiring much care and expense yielding little profit” or, more simply, “something of little or no value.”

Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?