By Hong-Tsun Simon, CFA, Senior Wealth Manager Above-average economic growth, low unemployment, record earnings, double-digit year-to-date gains in the stock markets. These are all celebratory events, but why has consumer confidence been weakening? The dour mood may possibly be caused … Read More

By Kayla Whitaker, CFP®, Paraplanner and Client Service Associate Established under the One Big Beautiful Bill Act, Trump Accounts are a new savings vehicle designed to help families invest in their children’s futures. These federally administered, tax-deferred accounts aim to … Read More

By John Montag, President, Chief Investment Officer & Senior Wealth Manager             Since 2022, the investment community has been dominated by the world of artificial intelligence. During this time, we have all learned a new vocabulary that includes … Read More