From housing policy proposals to major AI announcements, 2026 is shaping up to be another eventful year for investors. Here's what we're watching and where we see opportunities ahead. Housing: Is the American Dream Making a Comeback? One of the biggest stories to kick off 2026 involves the housing market. The Trump administration has proposed banning large institutional investors like BlackRock from purchasing single-family homes, a move aimed at making homeownership more acc

There's an old saying in business: "Your network is your net worth." But we've learned something important over the years: it's not just about having  a network. It's about building genuine connections that can last a lifetime. That's why we make it a priority to host in-person client events throughout the year. Yes, we could stick to conference rooms and quarterly reviews. But wealth management is about more than managing portfolios, it's about understanding the people behin

I recently finished Morgan Housel's latest book, The Art of Spending Money: Simple Choices for a Richer Life , and it sparked a conversation that feels especially relevant as we gather for Thanksgiving this week. Housel, bestselling author of The Psychology of Money , explores how most of us don't really know how to spend money well. We chase things that impress others but leave us cold. Or we save endlessly, afraid to spend on what would actually make life better. His centra

There's something magical about having an office that overlooks the Atlantic, where lunch breaks might include a quick stroll along the...

The most cherished family treasures aren't kept in safe deposit boxes or investment accounts—they're stored in our memories. A...

When you think about wealth, it’s easy to focus on the numbers—bank balances, investment accounts, and other financial metrics. However,...