Our commitment to providing you with careful and objective advice can only come from our commitment to staying on top of industry best practices and market conditions. We have consistently held this view over our firm’s 50 years of service, allowing our breadth of expertise to run deep. Therefore, we are ready for your unique crossroads as soon as they arise.
We invite you to look through our variety of current information below we thought you might find of interest.

June 2025 Economic & Market Highlights
Click to view our summary of recent market conditions.

The 30% That Get It Right: What Successful Wealth Transfers Have in Common
Geri Lanning, CFP®, Senior Wealth Advisor

Planning for Generational Wealth Transfer: Key Considerations
Trevor K. Thompson, CFP®, CPWA®, Head of Wealth Solutions

One Big Beautiful Bill Act: A Summary of Updates
What does the Big Beautiful Bill Mean for You?