Thought Leadership

by Landon W. Buzzerd March 2026 The Great Wealth Transfer Is Here You’ve probably heard the phrase The Great Wealth Transfer . It’s not just a headline. It’s happening right now. Over the next couple of decades, trillions of dollars will move from Baby Boomers to their children and grandchildren. However, The Great Wealth Transfer isn’t just about money—it’s about values, legacy, and communication across generations. Families who plan together tend to preserve not only wealth

by Paul D. Puleo February 16, 2026 What Is a Family Legacy—and How Do You Set the Foundation? When people think about legacy , the conversation often turns quickly to money, assets, or inheritance. But a true family legacy is not defined by what is passed down—it is defined by what is passed on. A family legacy is the values, principles, and lessons that shape generations. It is the story of who you are, what you believe, and how you choose to care for those you love. Financi

by Michael C. Loch January 22, 2026 Over the course of one’s life, we have many important conversations with family, friends, coworkers, and clients. It’s those conversations with family that often mean the most and have the deepest impact on our lives. We discuss commitment, starting a family, careers, the future, and our dreams. The conversation that is often brushed aside but is usually one of the most crucial is the one about finances and money. Money matters are notor

January 19, 2026 As we close the books on 2025 and reflect on the fourth quarter, the economy finds itself at an important inflection point. The past year was defined by gradual adjustments to the economy. Inflation continued to cool, monetary policy eased, and growth persisted. While headlines often focused on what could go wrong, the underlying data suggested more economic moderation rather than contraction.   Politics were front and center for much of 2025, and markets w

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...