Homepage Insights

Insights

Stay updated with insights, tips, and trends in finance and business strategy.
Curated by our experts to keep you informed and ahead.
N/A | Apr 04, 2019

Charitable Giving

In December 2017, the Tax Cuts and Jobs Act became law. This new law created sweeping changes to the tax code that has impacted the landscape for char...
Scott D. Horsburgh, CFA | Apr 04, 2019

April Investment Comments

“With our policy rate in the range of neutral, with muted inflation pressures and with some of the downside risks we’ve talked about, this is a go...
Miles Putnam, CFA | Mar 05, 2019

Rich Kid Poor Kid

Dear Clients,I have a favor to ask. If you have a minute and the inspiration strikes, would you please reach out to me with any anecdotes or observati...
Dan Boyle, CFA | Mar 04, 2019

March Investment Comments

So far, 2019 has been kinder to investors than was the finish to 2018. A combination of stronger-than-expected earnings, a more accommodative Federal ...
James M. Skubik, CFA | Feb 04, 2019

"Sell, Mortimer! Sell!"

The line, “Sell, Mortimer! Sell!” comes from the iconic 1980s movie, “Trading Places,” where the film’s heroes, played by Eddie Murphy and D...
Miles G. Putnam, CFA | Feb 03, 2019

February Investment Comments

Volatility returned to the stock market in 2018, ending the gentle melt up that investors had enjoyed. The S&P 500 dropped at least 10% in three separ...

Fiduciary wealth management for families building long-term wealth through individual stock selection and truly personal service.