Keeping you up to date And in the loop
We believe it is not only important that we get to know you as a person and an investor, but that you get to know how we think. So we keep you abreast of market news and timely financial newsletters to give you convenient access to issues that matter to investors. We also keep you up to date on our upcoming events and speaking engagements that you may be interested in attending, and hope you’ll join us soon.
Upcoming Events
TBA
Tax-efficient strategies for investment properties
3 smart ways to defer capital gains taxes.
Family & Lifestyle
Shred me, shred me not [INFOGRAPHIC]
Which documents to keep and which to toss safely.
Technology & Innovation
![View](/-/media/rj/common/resources/technology/shred-me-shred-me-not-1.jpg)
![Read](/-/media/rj/common/resources/economy/how-does-secure-act-20-change-saving-for-retirement.jpg)
How does SECURE Act 2.0 change saving for retirement?
Washington Policy Analyst Ed Mills outlines key components of the new legislation.
Retirement & Longevity
A business owner's guide to year-end tax planning
Tax mitigation strategies can help the bottom line.
Business Ownership
Make data privacy a priority in 2024
As our lives become more digitally integrated, our data becomes more valuable.
Technology & Innovation
![View](/-/media/rj/common/resources/investment-strategy/larry-adam-12-wishes-2023-image-1.jpg)
12 wishes for the new year [INFOGRAPHIC]
12/13/2023
What's on the market's wish list for 2024? Chief Investment Officer Larry Adam provides a festive perspective.
Markets & Investing
![Read](/-/media/rj/common/resources/investment-strategy/4-reasons-to-consider-investing-in-a-spac-and-1-reason-not-to.jpg)
Estate planning complexity with the rise of new technologies
The language used in important documents may need to shift to reflect recent innovations and complex family dynamics.
Family & Lifestyle
![Read](/-/media/rj/common/resources/lifestyle/consider-umbrella-insurance-1.jpg)
Consider umbrella insurance
Protect what you've built with a secondary insurance policy.
Family & Lifestyle
Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
Why do the wealthy borrow? Sometimes, debt makes sense
Strategic borrowing can keep your financial plan intact and at work.
Family & Lifestyle