Highlights

July 9, 2025

Investment Management - Second Quarter 2025

Defying Gravity

 

Happy 4th of July! A day when Americans celebrate our country’s declaration of independence and a time to explore what that independence means to us individually and as a nation. It serves as a reminder of our

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May 21, 2025

Winning the Mental Game

Investing can feel like a juggling act—whether you’re a professional or just trying to keep your family’s finances on track. The flood of data, numbers ticking up and down, and endless stream of opinions can leave your head spinning.

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News & Insights

May 29, 2025

Soft Eyes

When you are riding your horse in a crowded competition warm up ring, you ride using soft eyes. This is a concept from professional trainer Sally Swift meaning that while you are focused on what you are doing, you are also aware of what is going on around you.

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May 21, 2025

5 Ideas to Teach the Next Generation About Money

Most parents and grandparents can relate to the challenges of teaching the next generation about money, whether it’s explaining the difference between wants and needs, encouraging them to save, or helping them understand the value of a dollar.

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