Thought Leadership

by Scott P. Dolson April 2026 For individual investors, taxes are often one of the largest—but most overlooked—factors affecting long-term portfolio performance. While investment decisions tend to focus on returns, risk, and diversification, the way those returns are taxed can materially influence what investors ultimately keep in their wallets. By implementing a tax strategy throughout the year, investors can potentially improve after-tax outcomes without changing their over

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