Broker Check


Our wealth management dialogue, The Grapevine, is shared to educate you on financial matters that can help inform decisions you face today, tomorrow, and further down the road. We hope that this will give you insight into the “why” behind the actions we are taking in the strategies we run on your behalf. It may even help foster an internal dialogue within your family so that money and wealth are easier to discuss with loved ones.

Monday, January 30, 2023

A new year means new tax changes.  While Congress didn’t pass any major tax reform last year, there are still updated tax provisions that could affect how much money you keep and how much goes to Uncle Sam. ...

Wednesday, January 4, 2023

Every January, it’s customary to look back at the year that was. What were the highlights? What were the “lowlights”? What events will we always remember? Most importantly, what did we...

Tuesday, November 22, 2022

Happy Thanksgiving!  We hope you have a wonderful day spent with family, friends, and great food. As you know, Thanksgiving is a time for reflecting on all that we have to be thankful for.  It occurred to us the other...

Monday, October 3, 2022

As late President John F Kennedy famously reminded us during his Presidency, the Chinese symbol for crisis is one part danger and the other opportunity.Our approach to wealth management is designed to help protect you from the former...

Wednesday, September 14, 2022

You’ve probably noticed the volatility wreaking havoc in the markets over the past few weeks. For example, on Tuesday, September 13, the Dow fell over 1200 points.1  To understand what’s going on, let me tell you a story.

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Tuesday, July 12, 2022

As you probably know, a bear market is a 20% drop from a recent peak.  Bear markets can be a nerve-wracking time for investors, but in my experience, they can also be an opportunity if you know these three things about them.

Friday, July 1, 2022

The f-word is seldom discussed in polite conversations.  When it comes up, it can evoke awkward conversations and emotions, but it is on the mind of all parties, especially at the outset of a relationship. So, I hope you will...

Wednesday, June 29, 2022

On Monday, June 13, investors began the week by digesting a new spate of bad—albeit familiar—news: Inflation continues to surge. In response, the markets sank , pushing the S&P 500 officially into bear market territory. Let's dig in.

Wednesday, June 15, 2022

The harvesting strategy was adopted by our team in the early 2000s when rates were low on fixed income investments, the outlook for equities was uncertain, and folks were confident that rates would rise to more “normal” levels...