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Manage family money with family meetings

Anyone hoping to be intentional with their money should consider family meetings. These meetings take various forms, and can occur with or without a financial advisor.

Financial literacy for adults

Even the smartest executives have questions around basic financial concepts. Rather than beat yourself up about it, consider asking a financial advisor for help.

Should you worry about volatility?

    Most investors hate volatility; most advisors change the topic to risk management before they suggest you ignore the noise. So what causes the disconnect between regular investors and

Most investors hate volatility, whereas pros use volatility to help generate potential profit. Where is the disconnect and do you need to worry?

Recent Market Volatility – March 2025

Managing Partners Kelly Milligan and Mike Barry discuss the recent market volatility due to uncertainty, tariff policy, inflation and other geopolitical situations.

Start formalizing your family values

These prompts can help you put words to your family values.  Each value has follow-up questions to help you think about how different priorities might apply to your family relationships,

This checklist can help you put words to your family values. From there, think about how your values affect your community, finances, and life overall.

March 2025 market update

The new administration’s priority of “reindustrializing the U.S.” is coming into focus as tariff announcements – even if softened or rescinded – indicated that this is a policy, not just

Tariffs and massive government spending cuts by the Department of Government Efficiency (DOGE) sparked uncertainty and selling.