Why your wealth, tax and investment team should all be in the same room
This article was originally published in the Nashville Business Journal on May 1, 2026.
Think of your financial life as a three-legged stool. Investment management, tax planning, and financial planning are each a leg, and the stool only stands when all three are sturdy and working together. For too...
The Spending Challenge in Retirement
Saving for retirement gets a lot of attention. But once you’ve done the hard work of accumulating wealth, an equally important question emerges: how do you actually spend it?
Q4 2025 Economic & Market Review [Webinar Recording]
Presenters: Andy Pratt, CFA, CAIA and Adam Newman, CFA, CFP®
3 Steps to Actively Manage Your Taxes in 2026
Proactively managing your tax situation can be a daunting task, but it is essential for financial stability and building long-term wealth. There are many ways to actively manage your taxes, and in this blog post we’ll discuss three specific steps you can take to ensure you are maximizing your tax...
Financial To-Dos to Kick Off 2026
The ringing in of a new year allows us to reflect on the previous year and plan for the one ahead. Here are a few financial “to-dos” to get you on track for 2026.