Select Page

Insights & News

Download Your Copy Now

Estate Planning Primer

It is never too early to consider your estate planning needs.

By taking a few distinct steps, you and your family can be on your way to setting up an estate plan that makes sure that your wealth is distributed according to your wishes.

Wealth Management Tips

Wealth Management Tips

Every person faces unique situations when it comes to money, and high net worth individuals are no different. In fact, the more wealth you have, the more complex questions you may have. Whether you hire a wealth manager or decide to do it...

Healthcare in Retirement

Healthcare in Retirement

There is probably no subject more important – and more complicated – to successful retirement planning than the issue of health care costs in retirement.  There is nothing further from the truth in that thought that once we turn 65...

Investor Reaction to Big Tech Earnings

Investor Reaction to Big Tech Earnings

Peter W. Tuz, CFA, CFP®, President and Director, Portfolio Manager, was recently featured on TD Ameritrade discussing the market's direction and investor reactions to recent events. Is there some over confidence in the market with recent...

Market Commentary