From our desk to yours.

Short video market updates from the advisors each quarter, plus plain-English answers to the questions we hear most.

Quarterly update · Video

Ben and Zack walk through rates, earnings and what it means for income-focused portfolios. About six minutes.

New updates each quarter. Past videos are archived below.

The case for separate accumulation and distribution portfolios.

How a reserve of near-term income can keep you from selling at the wrong time.

Fees, investment options, and the tax rules worth knowing first.

Scott and William on what moved markets and what stayed the same in client portfolios.

Retirement plan deadlines, gifting and the questions to ask your CPA before December 31.

Let's start with a conversation.

Thirty minutes, no obligation. Meet at our office on the river or by video.