Thought Leadership

by Landon Buzzerd, CFP ® , Wealth Advisor November 26, 2025 National Philanthropy Day is a wonderful reminder that generosity doesn’t just impact those who receive, it strengthens the individuals, families, and organizations who give. Establishing a family tradition of philanthropy can help unite generations around shared values, create meaningful memories, and build a legacy that endures far beyond financial wealth. Whether your family is just beginning to explore charitabl

by John S. Ferraro, Senior Wealth Advisor October 23, 2025 October is Estate Planning Awareness month.   This is a great time to take inventory of your financial assets and ensure you have a plan in place for those assets beyond your life.  This is a great reminder to personally take inventory of your financial wellness.  Over 56% of Americans do not have an updated estate plan in place according to the National Association of Estate Planners and Councils.  Most people think

October 17, 2025 The third quarter of 2025 offered a blend of resilience and uncertainty. The key themes emerging from this quarter remained true to the overall trend for 2025: resilient consumer behavior, evolving policy from the Federal Reserve (the “Fed”), global macro tension, and a market keeping investors on their toes. A combination of sticky inflation and a moderating labor market continue to be in the scope of many investors. Yet despite those challenges, both domes

by Patrick Evans, Senior Wealth Advisor September 23, 2025 High net worth individuals (HNWI) often focus on growing wealth through...

by Michael C. Loch September 4, 2025   I recently had the good fortune of attending the wedding for my nephew and his lovely bride. ...

by Landon Buzzerd, CFP® August 7, 2025 When it comes to savings strategies for your children, understanding the savings vehicles...

July 15, 2025 In the second quarter, investors and businesses alike were forced to navigate a rapidly shifting global landscape marked by policy changes, market volatility, and evolving geopolitical tensions. From central bank interest rate decisions to the latest inflation data and tech sector earnings, this most recent quarter has delivered key developments with wide-reaching implications. The headlines read: Recession, Stagflation, War, Tariffs. The initial shock of prop

by Landon Buzzerd, CFP® July 2025 As we reach the middle of the 2025, there is no better time to check-in on your personal finances. A...

April 15, 2025 The first quarter of 2025 has been marked by financial uncertainty, driven by inflation, trade tensions, and increased...

by Landon W. Buzzerd, CFP April 15, 2025 As the warm spring weather approaches, many people will engage in annual spring cleaning. That...

by Kristen E. Jackson, CFA March 20, 2025 As the busy spring wedding season approaches, couples everywhere are about to embark on life...

by Landon W. Buzzerd, CFP® January 31, 2025 As we move into the New Year, many households establish resolutions often related to health...

January 22, 2024 The last twelve months proved to be fruitful in many respects. Household wealth for the United States is at an all-time...

by Kristen E. Jackson, CFA January 15, 2024 The last twelve months proved to be fruitful in many respects. Household wealth for the...

by Landon Buzzerd, CFP ®, Associate Wealth Advisor November 21, 2024 The following are various methods you can implement to maximize your...

by Michael M. Evans, Executive Chairman October 31, 2024 Most people believe that simply having their estate documents prepared is all...

by John S. Ferraro, Senior Wealth Advisor October 17, 2024 October is Estate Planning Awareness month.  This is a great time to take...

October 15, 2024 One of our biggest unknowns coming into 2024 was U.S. interest rates and how long they would remain at elevated levels....

by Kristen E. Jackson, CFA October 15, 2024 One of our biggest unknowns coming into 2024 was U.S. interest rates and how long they would...

by Mike Loch, GSAM Wealth Advisor & Chief Compliance Officer September 26, 2024 Self-Directed Retirement Plans such as a 401(k) or a...

by Patrick Evans, Senior Wealth Advisor September 19, 2024 High net worth individuals (HNWI) often focus on growing wealth through...

by Landon Buzzerd, CFP® August 22, 2024 When it comes to savings strategies for your children, understanding the savings vehicles...

July 15, 2024 The narrative of the last ninety days or so was very similar to that of the first ninety days of 2024. The Federal Reserve...

by Landon Buzzerd, CFP® July 2024 As we reach the middle of 2024, there is no better time to check-in on your personal finances. A...