Commentary and Insights

Commentary Articles: 29

Market Overviews Published Quarterly

“One thing, just one thing.” - October 2021

In the movie City Slickers , Mitch, played by Billy Crystal, is a softie from New York City who attempts to shake up his mundane life by going on a cattle drive from New Mexico to Colorado. Mitch and other urban-dwellers are led by a gruff cowboy named Curly,
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"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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Insights Articles: 26

Short Articles About Finance-Related Topics

Estate Planning – The Importance of the Uncomfortable Conversation Part 1

By: Jeremy Runnels

“Our new Constitution is now established, everything seems to promise it will be durable; but, in this world, nothing is certain except death and taxes,” private correspondence
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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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