News and Updates

November 12, 2025

From Fama to AI: The Enduring Case for Passive Investing

Tune Out the Noise: Why the Efficient Market Hypothesis Still Matters The Efficient Market Hypothesis (EMH) is one of the most debated ideas in modern finance. Popularized in the mid-20th […]

November 11, 2025

Values-Based Wedding Planning: Spending with Intention, Not Obligation

For some families, setting a wedding budget isn’t about what’s affordable — it’s about what feels appropriate. When financial constraints aren’t the limiting factor, the challenge becomes defining “enough” in […]

November 5, 2025

Windfall Planning for Contingency Attorneys: Balancing Taxes and Liquidity

For contingency attorneys, income rarely arrives in steady intervals. It comes in waves — months or even years of investment in a case followed by a large payout when it […]

November 4, 2025

CRUT Strategies: Turning Appreciated Assets into Lifetime Income and Future Giving

Selling a highly appreciated asset — such as a rental property that’s doubled in value — can trigger a major capital gains tax bill. One strategy that can help manage […]

October 29, 2025

Historic Property Renovations: Passion, Planning, and Tax Advantages

Buying a historic home can feel like owning a piece of history — but restoring it is often more of a passion project than a financial investment. The process can […]

What’s Next?

We provide financial planning and advice. All new client relationships begin with a comprehensive initial plan. Fill out our online form below to receive a complimentary personalized proposal within two to three business days.