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News & Perspectives


Market Perspectives — June 2023

Stocks rallied in June capping off a surprisingly strong first half of 2023.  Mega cap names continued to show strength, but other areas of the market joined the rally increasing breadth a bit.  Inflation fell again, the Fed paused on rate hikes,...

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Ways and Means Committee Proposes Three Taxpayer Friendly Bills

With the debt ceiling debate resolved until after the 2024 elections, the House has pivoted to three bills of proposed tax changes. On June 9th, the House Ways and Means Committee released the Build It in America Act, Small Business Jobs Act...

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Market Perspectives — May 2023

Markets were mixed in May, but the Nasdaq stormed ahead driven by strong performance from a handful of mega-cap names.  We saw another Fed hike along with increased market uncertainty caused by the debt ceiling saga.  First quarter earnings drew to a...

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Introduction to Family Governance

“Shirtsleeves to shirtsleeves in three generations.” “The first generation makes it, the second generation spends it, and the third generation blows it.” The obvious question is how do families maintain and grow wealth, preserve family harmony, and promote core values without falling...

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Core Estate Planning

All estate planning starts with a core estate plan. A core estate plan lets you to decide who receives your property at death and how it will be managed for your chosen beneficiaries.

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Market Perspectives — April 2023

Breadth in the market has been narrow with the technology and communication services sectors accounting for the lion’s share of the S&P 500 gain this year.

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