The age of the finfluencer: Who should you listen to when everyone’s talking?  

April 29, 2025

With the rise of social media “finfluencers,” more people are seeking financial advice online. Yet this advice can be hard to parse. Some may be quite helpful, while some may be flat-out wrong. This article helps readers understand the risks online advice may pose, how it can lead down a path toward confirmation bias and what they can do to protect their money.

Categories: Article, Behavioral finance, Client-focused, General audience

Quarterly client letter: 2025 Q1  

April 2, 2025

The first quarter saw periods of increased volatility and a downturn in the market. Both events can be worrying. Putting them in perspective can help clients see they are a natural—and common—part of the market cycle.

Categories: Client-focused, General audience, Quarterly client letter

Credit freeze quick take  

March 27, 2025

We spend so much of our lives online that it’s easy to forget that our interactions may leave us vulnerable to fraud. This quick take offers clients a primer on credit freezes, a powerful tool they can use to protect themselves.

Categories: Article, Client-focused, General audience, Security

Disruptive forces: Thriving in a world that won’t sit still  

March 14, 2025

The market and the economy are frequently buffeted by forces great and small, including the latest round of tariffs. This article looks at what history can tell us about these events, and how a diversified portfolio is already designed to address them.

Categories: Article, Breaking news, Client-focused, General audience

Client question: How can I give my kids a head start on investing?  

February 28, 2025

This piece explores what clients may do to help give the kids in their lives a leg up for their financial future. It touches on 529 plans, custodial accounts and custodial Roth IRAs. It closes with a suggestion that clients may use opening an account as an opportunity to teach kids about financial responsibility. Consider personalizing this article by mentioning how and why you’ve opened accounts for the kids in your life. Or perhaps touch on experiences you’ve had teaching kids about investing.

Categories: Article, Client-focused, Financial planning, General audience

Tax considerations for 2024: What you need to know before filing  

February 14, 2025

With tax time upon us, this piece reminds readers what they need to know to maximize their returns and avoid penalties when they file their 2024 taxes. It also looks ahead to the tax laws set to sunset at the end of 2025.

Categories: Article, Client-focused, General audience, Tax planning

Counterintuitive money advice: Investing against the grain  

February 3, 2025

When it comes to money, making smart decisions isn’t always easy. In fact, there are a lot of times where the intuitive move isn’t always the best one. This piece explores counterintuitive strategies that can help clients make sound financial choices.

Categories: Article, Client-focused, Financial planning, General audience

Quarterly client letter: 2024 Q4  

January 3, 2025

Commentary on strong market performance in back-to-back years and a reminder to focus on goals—not market movements—when building a financial plan.

Categories: Client-focused, Quarterly client letter