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      Investment Management

      Featured Post

      Rate Cuts and Resilience — What Q3 Meant for Your Portfolio

      9 minute read | October 6, 2025

      We’ve reached the end of the third quarter and it’s time to assess the markets. What were some of the big drivers and takeaways? Let’s check in.

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      Outsourcing
      May 29, 2025

      The Power of Outsourcing Investment Management for Trust Departments

      As a trust department, managing client portfolios while handling the day-to-day operations of your business can quickly become overwhelming. Imagine trying to balance client...
      Financial Planning
      May 22, 2025

      Tax Optimization Strategies for a Changing Financial Landscape

      In today’s evolving financial landscape, advisors need to do more than react to changes to stay ahead—you need to seize opportunities to enhance client outcomes. Tax...
      HNW/UHNW
      December 1, 2023

      Year-End Charitable Giving Strategies for HNW Clients

      As December 31 approaches, many people turn their thoughts to charitable giving. Whether the impetus is related to spending down an anticipated year-end bonus, maximizing tax...
      Outsourcing
      October 13, 2023

      Unlocking Career Satisfaction: A Guide for Financial Advisors

      It’s been estimated the average person will spend 1/3 of their life at work. As a financial advisor, your career is not just a job; it's a significant part of your life....
      Practice Management
      September 15, 2023

      Top 4 Portfolio Construction Challenges and How to Solve Them

      Constructing a portfolio isn't a walk in the park—it's more like assembling a puzzle with a bunch of moving parts. You've got to juggle risk, returns, and individual investor...
      Financial Planning
      September 1, 2023

      What Are You Reading? The Financial Advisor Book List

      In the dynamic and ever-evolving world of finance, staying ahead of the curve is paramount to financial advisor success. While it may be only anecdotally true, an old adage...
      Practice Management
      June 9, 2023

      Due Diligence for Financial Advisors: A Comprehensive Guide

      Clients want to rely on a financial advisor to make the best investment decisions for their future. As a financial advisor, the many options available can make it challenging...
      Values-Driven Investing
      June 2, 2023

      The Intersection of Investing and Faith

      Though faith-based investing isn’t a new concept, many investors aren’t aware that they can align their investments with their religious values. For investors, designing an...
      Market Insights
      April 6, 2023

      Tax Tips in 2023: Capital Gains, Wash Rules & Tax-Loss Harvesting

      Smart investing is about finding opportunities in all market environments. As stocks and bonds continue to face the roughest terrain since 2008, widespread losses in...

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