Thought Leadership

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 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 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...

By Landon Buzzerd, CFP® April 5, 2024 Referred to as the eighth wonder of the world by Albert Einstein, compound interest is the ultimate...

by Kristen Jackson March 26, 2024 Over the years I have asked many of my female friends what they do for investing and I’ve heard many of...

January 15, 2024 With 2023 in the books, we look back on the last twelve months with a sense of pleasant surprise. Coming into the year,...

October 13, 2023 Despite talk of a pending recession following the Federal Reserve’s aggressive 2022 rate hikes, the fundamental economic...

July 14, 2023 With the first half of 2023 in the books, investors and economists should be pleased with the strong start to the year. The...

April 14, 2023 While markets struggled to find stable ground for most of 2022, the equity market recovery that started in the fourth...

March 21, 2023 Over the last two weeks, investors have witnessed the regional bank failure of Silicon Valley Bank (SVB), and its peers...

January 13, 2023 With the fourth quarter and the entirety of 2022 in the rearview mirror, investors are looking forward to 2023. Last...

October 14, 2022 With the third quarter of 2022 in the books, investors are turning their focus towards year-end. A number of unanswered...