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Past Commentary & Articles

Wise Women
January 23, 2023
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If you’re worried about markets and the economy, focus on what you can control and keep it simple. Here are three simple ways to direct your resources and your attention toward the things that matter to you.

Article
January 23, 2023
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The college application process is full of deadlines, essays, and extensive forms, not to mention the organizational skills needed to pull it all together. If you have a child who hopes to attend college one day, here are some tips to help make the process a little easier.

January 18, 2023
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If you will retire this year, you may already be well into planning your ideal future — deciding how and where you’ll live, what hobbies and activities you’ll pursue, and determining how you’ll maintain your social network. But don’t forget these key areas.

Article
January 18, 2023
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It’s common to make New Year’s resolutions – joining a gym, starting a new diet, or abstaining from alcohol for Dry January. The notion of “new year, new me” can extend beyond our personal lives and into our portfolios. This mindset may cause investors to act as though the slate is wiped clean and a new playbook is required. But after the clock strikes midnight on New Year’s Eve, the crystal ball isn’t less cloudy than it was before.

Wise Women
January 13, 2023
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Life can feel out of control during the divorce process and it’s natural to have an emotional reaction that drives you to keep the marital home. Don’t forget to pause and consider the details before finalizing your divorce settlement.

Article
January 11, 2023
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It’s beginning to feel like open season for massive corporate layoffs. Several well-known tech companies that expanded employee headcount in 2020/2021 are reconsidering their growth trajectories.

Article
January 11, 2023
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Equity (stock)-based compensation is a way for companies to reward their executives with shares of stock or stock options. These types of compensation can be an important part of an executive’s overall compensation package, and can provide a number of benefits to both the executive and the company.

Market Commentary
January 10, 2023
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Long-term, globally diversified investors willing to tolerate short-term volatility in the pursuit of long-term returns can seem rare. This was especially the case last year. Over time, however, we believe the benefits of adopting this mindset can be enormous.

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