Commentary and Insights

Commentary Articles: 28

Market Overviews Published Quarterly

"Guinness" - July 2021

Our relationship with you, our clients, is what makes our work so rewarding. We have been there through key family events and have vicariously traveled the world through your adventures. One of our favorite travel stories comes from a couple in San Diego with whom we have
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She’s Free - April 2021

“She’s free”

–NPR; March 29, 2021

With one quarter down, the story for 2021 seems clear and on script. The economy appears to be roaring; GDP growth projections have expanded to 5.5% for the year. ⁽¹⁾ As discussed in our report last quarter, this would be
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Insights Articles: 25

Short Articles About Finance-Related Topics

The College Payment Puzzle

By Nick Fedrow

At some point in time, almost every parent has likely heard the phrase “It takes a village to raise a child.” While this may certainly be true
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Biden Tax Proposals and Real Estate

The White House wish list for tax law changes includes the elimination of both 1031 Exchanges and the step-up in cost basis at death. Potentially, these are major speed bumps in what
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What is a Roth Conversion and How Will it Benefit Me?

By Katia Stern

What is a Roth IRA?

A Roth IRA is a type of retirement account that allows you to contribute “after-tax” dollars that then grow tax-free and remain
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