We are pleased to announce that Caleb Harris, Financial Advisor Assistant, has earned the CERTIFIED FINANCIAL PLANNER® certification.

From honoring exceptional employees to sharing homemade pasta, our quarterly State of the Company Address showcased achievements, core values, and a supportive company culture.

Most investors rely exclusively on public markets—and public equities and bonds remain essential components of a long‑term plan. Yet portfolios built only from public markets may leave out entire sectors of economic growth.

In recognition of American Heart Month, we’re sharing how financial stress can impact your health and some practical steps you can take to protect your heart.

The recently passed One Big Beautiful Bill Act has brought about several changes to the federal tax system beginning in 2025. Most notably, there’s been an increase in the State and Local Tax (SALT) deduction and an introduction of several new deductions.

As we near the end of 2025, here's a practical checklist of items to consider that may impact your taxes, investments and long-term financial plan.