Have you ever found an old book you used to love and opened it to find the magic still there, waiting for you? It's like running into an old friend and discovering that not only do you still click, but somehow the connection is even richer than before. I was reminded of this recently when I watched a woman rediscover her childhood roller skates in her parents' garage. "I probably can't anymore," she said, but tried them on anyway. Twenty minutes later, she was gliding down th

The Tax Cuts and Jobs Act of 2017 (TCJA) included lower federal income tax brackets, bigger standard deductions, and higher gift and...

Image via Freepik We help clients improve their investment performance. Research shows that working with a qualified investment advisor...

As autumn arrives with its brilliant transformation, fall offers us a natural invitation to reflect, prepare, and align our financial...