Second Quarter Investment Report – 2026
July 14, 2026
Executive Summary The second quarter of 2026 closed with a very different narrative than the one that ...
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Monthly Recap – June 2026
July 2, 2026
June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more chal...
Raising Charitable Children: Modeling and Mentioning
June 30, 2026
By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for i...
You Negotiated the Offer. Did you Plan for What Comes Next?
June 29, 2026
What Executives Should Know About Their Compensation Package By Kristi Borglum, CFP® When executives r...
SpaceX and the IPO Question: How Investors Should Think Beyond the Excitement
June 19, 2026
Few companies have captured the public imagination quite like SpaceX. From reusable rockets to satelli...
What Is Philanthropy? Ways to Engage
June 11, 2026
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 1 of 3 Philanthropic engagement ...
Monthly Recap – May 2026
June 10, 2026
May Observations Markets Climb on AI Momentum and Iran Optimism May was another constructive month for...
Prenuptial Agreements: Shared Values, Transparency and Mutual Protection
June 5, 2026
By Anna McDonald, Director of Family Learning A conversation for families navigating prenuptial agreem...
The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them
May 14, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA When everything’s running smoothly, it might...
A Semi-Charmed Earnings Season
May 12, 2026
By Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while ge...
Is Your Student’s Data Safe? Best Practices After the Canvas Breach
May 8, 2026
By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...
Monthly Recap – April 2026
May 6, 2026
April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, mark...
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