After three consecutive quarters of only mostly negative returns to report, the fourth quarter finally provided positive returns across most asset classes, but not without continued volatility. The downward volatility that marked the second half of the third quarter, continued into the fourth as the S&P 500 Index fell to its low for the year on October 13th. Read More

Investment – When you read this word, what comes to mind first? Do you think of your personal portfolio or an asset, the S&P 500, a specific holding, or maybe even your financial advisor? If so, you’d be aligned with the Oxford Dictionary, which defines it as ‘the action or process of investing money for profit or material result.’ Read More

We are all looking for security in some form or fashion, and it starts within moments of entering this world. I am expecting my first child in January and thus the mother/child connection is on my mind frequently. I have questions like, “How can I form a good motherly connection? Can babies be “too” attached? How do I know what baby wants without talking?” These are just some of the thoughts circling in my mind. Read More

Like the best-run companies, resilient families have cultures of adapting to change but do so with thought and intentionality. In this webinar, The Williams Group’s CEO and President, Amy Castoro, and Senior Lead Family Consultant, Joel Kimmel, shared how successful families transfer their wealth to help prepare the next generations.  Watch the event recording to… Read More

Medicare open enrollment has started, and that means you have until December 7th to join, switch, or drop a Medicare health plan. We understand that the process can feel complex, and that’s why we recently held a webinar featuring Karl Steinlage, CEO of the Steinlage Insurance Agency. Watch the event recording to learn: The differences… Read More

“People think that stories are shaped by people. In fact, it’s the other way around.” — Terry Pratchett Read More

The third quarter started out well, with stocks rising and interest rates slightly declining. Even in the face of interest rate hikes by the European Central Bank (ECB), the Federal Reserve (Fed), and the Bank of England (BoE), the markets continued a steady march higher towards recovery. But by the middle of August, markets did an about face, reversing all those gains and more. Read More

Whether it’s the loss of a loved one or the end of a marriage, navigating grief is something that we will all face during our lifetime. But that doesn’t make it any easier, and having some guidance for the process can help us heal from a loss, move forward, and discover once again how to… Read More

In August 1914, Sir Ernest Shackleton and a crew of 27 set sail on “The Endurance” for the Imperial Trans-Antarctic Expedition. This was the first attempt at a land crossing of the Antarctic continent.  The crew journeyed from England, eventually departing a whaling station at Grytviken on the island of South Georgia.  Two days later, in December of 1914… Read More

A recap from our recent client luncheon. Speakers: Todd Brand and Cliff Aque Read More