Thought Leadership

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...