by Montgomery Gossen | Sep 22, 2025 | Blog
“Trust takes years to build, seconds to break, and forever to repair.” For decades, the United States has stood as the world’s leading investment destination, built on strong economic fundamentals and a tradition of transparency. Yet today, it faces...
by Montgomery Gossen | Aug 26, 2025 | Blog
“I Will Track You Down and Pull Out Your Beard Hairs One by One” I received the following email from a long-standing client regarding President Trump’s executive order allowing alternative investments such as private equity and crypto assets in 401k plans. Montgomery:...
by Jonas Lowery, CFP® | Aug 13, 2025 | Blog
Simple and Effective There have been thousands of books written on investing, but the few dozen words that follow sum up most of what you really need to know about investing in the stock market: Simple arithmetic suggests – and history confirms – that the leading...
by Kaleb Price, CFP®, CPA | Jul 14, 2025 | Blog
While fireworks erupted around the country on July 4th, President Trump was setting off fireworks of his own by signing into law the “One Big Beautiful Bill Act”. However, many of the new policies simply extend or expand the current laws under the Tax Cut and Jobs Act...
by Erin Despot McMenemon, CFA® | Jun 16, 2025 | Blog
After years of helping families grow, protect, and eventually pass down their wealth, here’s a secret that won’t show up on any balance sheet or net worth summary: the families who do it best? They talk. Not just about dollars and portfolios, but about values, goals,...
by George W. Holland, IV | May 19, 2025 | Blog
“I’ve been meaning to do that!” Most of us focus too little on how our financial and healthcare decisions will be handled in the case of our incapacity, as well as on how our estate will be handled after our passing. Why is this? Procrastination: Basic human behavior...
