Gen Z Debt Trap

Gen Z Debt Trap

Director Ashley Agnew featured on WSJ Podcast  October 7, 2024 Many of those identifying as Generation Z (“Gen Z”) are staring down a mountain of debt. Despite headlines, the primary issues may not be just rising living costs and interest rates, but instead the fact...
Estate Planning Steps and Reminders

Estate Planning Steps and Reminders

Estate Planning Steps and Reminders Estate planning is easy to overlook but incredibly important when designing your wealth and legacy strategy.  While an estate attorney should be your primary resource on this topic, our team sees first-hand how these oversights...
Basic Financial Considerations for College Applicants

Basic Financial Considerations for College Applicants

Basic Financial Considerations for College Applicants If you or someone in your network is a parent of one of the over 18 million students headed off to begin or continue their undergraduate studies this fall, you may have a heightened interest in an important aspect...
4th Quarter Market Commentary and 2024 Outlook

4th Quarter Market Commentary and 2024 Outlook

4th Quarter Commentary and 2024 Outlook February 1, 2024: The ease of access to information and media are both a blessing and a curse. To summarize and explain the surplus of market news available, Director of Investment Management, Mark Barry CFA, will be sharing a...
Client Notice: Tax Document Delivery and Reminders

Client Notice: Tax Document Delivery and Reminders

Client Notice: Tax Document Delivery and Reminders We wish all our readers a very Happy New Year. As we start 2024, we look forward to helping our clients in simplifying their upcoming tax season. Our reporting team will begin saving the investment account documents...