Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.


The ABC's of Stock Compensation

May 9, 2024 - Steven Rice

Stock compensation can be financially beneficial, but also confusing. We’re here to help eliminate the confusion associated with this form of compensation.

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The Art and Science of Wealth Transfer: A Multipart Series

April 21, 2023 - Steven Rice

Important topics to consider when transferring assets to the next generation.

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The Art of Wealth Transfer and Questions to Consider: Part 2

May 31, 2023 - Steven Rice

Wealth transfer is a difficult and emotional process. Consider the following topics as you begin to create your wealth transfer plan.

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Strategies Surrounding the Science of Wealth Transfer: Part 3

August 25, 2023 - Steven Rice

The decision to transfer wealth is unique to everyone. The one thing that is consistent is the proactivity that is required to do so efficiently.

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Recession Risk and Recency Bias

September 20, 2022 - Steven Rice

Recessions are painful, but all recessions don't have to look and feel like the last two.

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Stock Market Volatility: Period of Digestion or Something More

February 28, 2022 - Steven Rice

The equity markets have struggled in the early days of the 2022 calendar year. Why is this happening, and will it persist?

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Yield Curve Inversion: A flashing signal or false signal?

April 6, 2022 - Steven Rice

We believe it is important to provide a bit of context around this complicated subject in a manner that is easily understood.

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Inflation: Main Street vs. Wall Street

June 3, 2022 - Steven Rice

Inflation is negatively impacting everyday consumption and financial assets. Why is inflation now upon us after being dormant for decades?

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Behavioral Economics vs. Traditional Economics

May 4, 2022 - Steven Rice

Buy low and sell high or buy high and sell low? One of the key questions differentiating behavioral and traditional economics.

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Charitable Giving: What's the Best Approach?

December 16, 2021 - Steven Rice

If charitable giving is something that is important to you, it is worth considering the best structure and source of funds for your gifting.

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