Insights and Commentary
The market commentary, financial newsletters and informative articles we’ve compiled here are designed to give you new insight into financial matters that may be important or relevant to your life. Bookmark this page and visit regularly for updates. As always, if there is anything else you ever need, feel free to let us know.
Unexpected tax bill? Avoid compromising your long-term plan
Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for settling up without disrupting your longer-term financial progress.
Tax Planning

Life-changing events change your taxes, too
Review how six major life events can impact your federal return..
Tax Planning

Mitigating surtaxes faced by high-income earners
Thoughtful, proactive planning can help high-earning taxpayers reduce their net investment income tax and additional Medicare tax bills.
Tax Planning

Laying the groundwork for tax season
Smart moves at the beginning of tax season can help get your financial house in order.
Tax Planning
Opportunity blooms in tax season
Whether you get a refund or end up owing, you have options.
Tax Planning
Trim your future tax bill by thinking ahead
Don’t procrastinate when it comes to prepping for tax season.
Tax Planning
Make your final tax-saving moves before Dec. 31
Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments.
Tax Planning
“Those who keep learning, will keep rising in life.”