2023 Highlights As we bring yet another year to a close, our team collectively reflected on the work we’ve done on behalf of and in partnership with clients in 2023. It has been a year of significant change for some – with clients selling businesses, losing a parent or spouse, purchasing new homes, beginning to …
investment management
Reflections on our Independence
As we approach the two-year anniversary of becoming an independent Registered Investment Advisor (RIA), I thought it made sense to reflect on the benefits of the change and summarize what has happened over the past 24 months. You may recall that the change to RIA was intended to support us in maintaining our high fiduciary …
DIY Investing
I heard a great analogy the other day which is similar to our topic, DIY investing. It has to do with oil changes in your car. If you wanted to, you could figure out how to do an oil change and save yourself some money. However, you might get oil dripped on your face, like …