Thought Leadership

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...

by Kristen E. Jackson, CFA July 15, 2024 The narrative of the last ninety days or so was very similar to that of the first ninety days of...

by Scott Dolson July 10, 2024 When it comes to your investments, asset allocation is the foundation upon which long-term success is...

by Landon Buzzerd, CFP® June 2024 Many people spend a lifetime accumulating investment accounts, real estate, and collectibles. Since you...

by Scott Dolson May 20, 2024 The term legacy  simply means “a gift by will, especially of money or other personal property”, which most...

by Kristen Jackson May 2, 2024 It’s important to take an active approach in discussing wealth transfer to the next generation. There are...

April 12, 2024 Macroeconomic data remains mostly positive amid the highest interest rate environment in over two decades. Over the last...

by Michael C. Loch April 2024 Over the course of one’s life, we have many important conversations with family, friends, coworkers, and...