Below you will find relevant information to common questions and areas of focus. From financial planning to current events, we hope you find these resources helpful and share with others who may benefit from the same guidance.
Please let us know if there is a subject matter you would like to learn more about. We are always here to be of service.
02.24.2026
The H.R.1 Bill, also known as the “One, Big, Beautiful Bill” Act was signed into law last summer and will have several impacts to be aware of when filing your taxes this year. We’ve compiled a list of relevant changes with brief explanations for you and those you care about.
12.15.2025
As we were preparing for our investment review, we took time to think about previous times in history where a “world changing” event has taken place. Erik shared some of his thoughts in last month’s newsletter “Dot Com and 2007 Again? Stick to the plan.” People look at this AI boom as something that will never end. It will, in the sense it will become normalized. Matter of fact, The Daily Spark dated November 28th, 2025, a newsletter from Dr. Torsten Slok, Chief Economist for Apollo Global Management, reported, “AI adoption rates are starting to flatten out across all firm sizes.”