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The Inside Scoop is meant to provide timely information that directly impacts your family's future. In each edition you will find timely research we have found to be important for today's investor, important announcements, and fun updates. We hope you enjoy.

Tuesday, April 28, 2026

As we continue through 2026, our team remains focused on providing perspective and clarity amid an environment filled with competing headlines and rapidly shifting narratives. . Our goal is to help cut through that noise.

Thursday, January 29, 2026

As we step into 2026, our team remains focused on providing insight and clarity amid an evolving market and policy landscape. We hope you thoroughly enjoy this quarter’s edition of The Inside Scoop!

Tuesday, October 14, 2025

Happy Fall to you and your family! We continue to consider it a great honor to guide you through pertinent financial decisions as they arise. Another edition of The Inside Scoop is here, and this one is packed full of more great...

Tuesday, April 15, 2025

In this quarter’s edition you will find timely pieces surrounding the market volatility, IRS updates, and trusts. We have also included some photos of recent events our team has experienced.

Monday, January 6, 2025

Happy 2025!! We love to see you and your family living life to the fullest and are grateful we get to walk alongside you. In this quarter’s edition you will find timely pieces surrounding the market, family trusts and of course team photos.

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Thursday, October 3, 2024

Happy October (and Pumpkin Spice Latte season)! In this quarter’s edition you will find timely pieces surrounding the 2024 Presidential Election, 4 Market Myths, a recent article from Baird Trust, and of course some current events.

Monday, July 8, 2024

In this quarter’s edition you will find timely pieces surrounding Overall Market Trends, Estate Planning and Morgan Housel's most recent blog post, Quiet Compounding. We also included a few photos of recent events - Enjoy!

Friday, April 12, 2024

Hello there and Happy Spring to you and your family! Another edition of The Inside Scoop is upon us and this one is packed full of great content. In this quarter’s edition you will find timely research surrounding bitcoin, the 2024...

Tuesday, January 16, 2024

We can't believe the 2024 is already upon us, but we sincerely hope your new year is off to a great start. We love to see you and your family living life to the fullest and are grateful we get to walk alongside you. The Inside Scoop...