April 16th, 2025 | State of the Economy Call Our semi-annual economic update is led by our Chief Investment Officer, Jean McGowan. This client-only call provided our perspective on the current state...
Annual Year-End Tax Update – 2024
November 14, 2024 - Annual Year-End Tax Update Call Our 2024 Annual Year-End Tax Update Call was led by our Director of Tax & Financial Planning, Marc Verdi, CPA/PFS, CFP®. This client-only call...
State of the Economy Call – October 2024
October 8th, 2024 | State of the Economy Call Our semi-annual economic update was led by our Chief Investment Officer, Jean McGowan. This client-only call provided our perspective on the current...
State of the Economy Call – March 2023
March 29, 2023 State of the Economy Call Our semi-annual economic update was led by our Chief Investment Officer, Jean McGowan. This client-only call offered our perspective on the current state of...
OLD SOTE Call March 2023
March 29th, 2023 - State of the Economy Call Our semi-annual economic update is led by our Chief Investment Officer, Jean McGowan. This client-only call provides our perspective on the state of the...
Probate Avoidance Planning
October 20, 2022 | Probate Avoidance Planning Call We partnered with ThompsonMcMullan, a local law firm with Estate Planning Attorneys, to answer common questions surrounding Probate Avoidance...
Client Portal Information
Instructions & Frequently Asked Questions (FAQs) We offer our clients a virtual client portal to stay up-to-date with their investments, keep a record of their reports, and access relevant firm...
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Wealth Management Q&As
Wealth Management is more than investment management. It considers the larger picture. While your investments are critical to your success throughout retirement, it is also important to understand how your taxes, finanical plan, estate, and insurance can affect both your overall situation. Do you know when you should begin collecting social security to maximize its benefit? Have you followed the necessary steps to help your assets pass efficiently to your heirs, avoiding probate? If 529 plans are applicable to you, have you considered 529 plan superfunding or how to maximize 529 plan tax advantages? Our wealth management Q&As consist of popular topics among our clients and are not limited to investment management.