The third quarter of 2024 brought outstanding returns for financial markets. CEO and Chief Wealth Officer Dougal Williams recaps performance and other highlights including The…

If you could give your young adult kids any advice, what would it be? I started thinking about this 18 years ago after reading “Advice…

2024 began with signs of cautious optimism: markets hit record levels, yet those same all-time highs became cause for concern. Other market observers suggest it’s…

Another new year has begun, which means Wall Street’s “Where to Invest” prediction pieces now dominate the financial pages.  As usual, headlines read something like…

2023 was a remarkable year to be an investor. The year began with headline recession warnings on the heels of double-digit declines in the U.S….

We recently held our 18th annual Wealth Symposium, an offsite event in which members of our investment, financial planning, and legacy planning teams present research…