Reading Time: 8 minutes March Market Summary The market is attempting to catch its breath as the first quarter of 2022 ends. There was no shortage of events for the market to navigate, including the Federal Reserve’s first interest rate increase since December 2018,...
Reading Time: 5 minutes February Market Summary The S&P 500 Index produced a -3.0% total return during February, underperforming the Russell 2000 Index’s +1.0% total return. For the second consecutive month, Energy was the only S&P 500 sector to post a...
Reading Time: 3 minutes Are you considering whether converting an IRA to a Roth makes sense for your retirement? To help determine if this strategy makes sense, we have provided the basics of how it works and when it could fit into your finances below....
Reading Time: 3 minutes The growth of the family office has exploded over the last couple of decades with technological innovations, entrepreneurial success, and the overall development of the wealthy demographic. This can be highlighted by the various offerings, such...
Reading Time: 3 minutes In our first article of the family office series, we explore the history of the family office and how the evolution of this unique service offering has changed how families manage wealth. The First Family Office The origins of the family office...
