Insights

December 2021
Adios 2021: The Year That Was
When you really step back and think about it, should we have expected anything different from 2021 than more unpredictability? Clearly, the answer is no. Although [...]
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Charitable Giving, Estate Planning, Financial Planning, Insights, Investments, Job Change, Retirement, Stock Options, Taxes
December 2021
2021: Year-End Considerations
As 2021 draws to a close, now is the time to tie up any loose ends and set yourself up for a successful 2022. It is time for some considerations Much of the [...]
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August 2021
Tokyo 2020: What’s the Cost of a Gold Medal?
The 2020 Tokyo Olympics wrapped up with closing ceremonies on August 8, and it’s certainly been an Olympic games like no other for good and bad reasons. Team USA [...]
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