A guide to thoughtful spending  

April 16, 2026

How clients spend is just as important as how they save. This piece explores common psychological tendencies and behaviors that can either support or hinder thoughtful spending.

Categories: Article, Behavioral finance, Client-focused, Financial planning

Quarterly client letter: 2026 Q1  

April 1, 2026

Economic news in the first quarter was dominated by the war in Iran. This client letter looks at effects of the war on the markets and discusses the unknowns that clients’ diversified portfolios already address.

Categories: Breaking news, Client-focused, Quarterly client letter

When geopolitics rattles the markets  

March 11, 2026

The evolving crisis in the Middle East has investors and markets worried. This piece provides background on the war in Iran and investor concerns about the effects of rising energy prices on the economy. It also serves as a reminder to clients that their financial plans and diversified portfolios have already prepared them for geopolitical crises like this.

Categories: Article, Breaking news, Client-focused

The core four: The legal documents everyone should have in place  

March 6, 2026

No one likes to think about a time when they might not be able to make decisions for themselves, but planning for that possibility is essential. This piece outlines the four core legal documents clients should have in place to help ensure they are protected: a durable power of attorney, health care proxy, living will and a will or trust.

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

Client question: Should I consolidate my retirement accounts?  

February 20, 2026

This article helps clients evaluate whether consolidating retirement accounts makes sense for them. It outlines potential benefits—simplified management, lower fees, streamlined RMDs and broader investment options—as well as key trade-offs. It also reviews common consolidation strategies and explains how clients can evaluate their options.

Categories: Article, Client-focused, Financial planning

New year, new tax considerations: What you need to know before filing your 2025 taxes  

February 4, 2026

As readers gather the materials they need to file their 2025 taxes in April, this piece points out tax law shifts that can help them maximize their return.

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

How to have family conversations about money  

January 22, 2026

Talking about money is one of the last American taboos. Yet these conversations are important for families to have to plan better and understand each other’s expectations, responsibilities and values. This piece offers advice about how to have these conversations successfully and positions advisors as important collaborators and facilitators.

Categories: Article, Client-focused, Family wealth, Financial planning

Quarterly client letter: 2025 Q4  

January 1, 2026

There has been much discussion among investors and pundits alike about whether there is currently an AI bubble reminiscent of the dot-com boom of the late 1990s and early 2000s. This letter touches on both sides of the argument and reminds clients that a long-term investment plan and diversified portfolio can help them reach their objectives in times of boom and bust.

Categories: Client-focused, Quarterly client letter, Sustainable investing