Leaving Your Legacy: Pass on More than Money

When we hear the term “legacy”, material assets often come to mind. But behind the dollars and legal documents lies a different kind of family wealth—intangibles like cherished relationships, a treasure trove of memories, and an arsenal of values, life lessons, and...

Q2 2020 Quarterly Investment Commentary

July 16, 2020 | 11am Curt Gross, Chief Investment Officer, will be hosting his Quarterly Investment Commentary webinar to review and answer your questions. We invite you to join the conversation on your investments. If you have any questions please submit them prior...

Pandemics and Portfolios

The question everybody seems to be asking these days is: How will the coronavirus (now officially named COVID-19 by the World Health Organization) affect my investment portfolio? Of course, the unsatisfying answer is: we honestly have no idea. You can count the...