Talk Your Chart | From concentration to FED rates and cash flow, what do we make of the data?| Ep 43
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When to “Trust” your kids: Balancing independence and support
Deciding when and how to distribute funds from a trust to your children is one of the most nuanced responsibilities in estate planning. It sits at the intersection of financial stewardship, emotional judgment, and long-term family values. The goal is rarely just about transferring money. It is about shaping outcomes: independence, resilience, opportunity, and security.…
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Retirees have questions for financial advisers. Here’s what they want to know.
Roughly a third want advice for what to do with the money in their former workplace plan, while nearly 3 in 10 want a withdrawal strategy that turns savings into retirement income. Others seek help with taxes, long-term care planning, debt reduction, or estate planning.
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Markets & Mindset – July 2026
Lane Jones, Principal and Chief Investment Officer, and Marcos Segrera, Principal and Wealth Manager, help you make sense of what’s happening in today’s markets — and how to stay focused on what matters most.
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Do You Have More Spatulas Than Financial Accounts? A Case for Consolidation
We added another wooden spatula to our kitchen recently. And when I say another, I mean to an already impressive collection. At this point, we could host a dinner party for 15 people and assign each dish its own spatula. Is that necessary? Probably not. But I am not the chef or the party planner—and…
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The Cost of a Good Idea — And What Golf Taught Me About Leaving It Alone
I started playing golf about a month ago. And let me be honest with you — it’s the most humbling thing I’ve done in recent memory. I grew up playing baseball, so I figured I’d have at least a fighting chance. The coordination, the swing mechanics — how different could it be? Turns out, very.…
