Latest News
Blog
Gold and Silver: Current Portfolio Perspectives
January 21, 2026 Gold, silver, and other precious metals have rallied over the past two years, [...]
Read more Gold and Silver: Current Portfolio Perspectives
Managing New Tax Changes to Optimize Your Financial Plan
January 20, 2026 As former Senator Max Baucus once observed, “tax complexity itself is a [...]
Read more Managing New Tax Changes to Optimize Your Financial Plan
Using Behavioral Finance to Set Investor Expectations
January 12, 2026 The strong stock market performance of the past several years has been positive [...]
Read more Using Behavioral Finance to Set Investor Expectations
Venezuela Crisis: Understanding the Portfolio Impact
January 5, 2026 Taylor Salisbury, CFP® | Partner & Private Wealth Manager The detention of [...]
Read more Venezuela Crisis: Understanding the Portfolio Impact
The Future of the Fed: New Leadership and Rate Cuts
December 16, 2025 Taylor Salisbury, CFP® | Partner & Private Wealth Manager The Federal [...]
Read more The Future of the Fed: New Leadership and Rate Cuts
3 Tax Planning Opportunities Before December 31
December 8, 2025 Taylor Salisbury, CFP® | Partner & Private Wealth Manager As 2025 draws to a [...]
Read more 3 Tax Planning Opportunities Before December 31
Monthly Market Update for November: Volatility Amid AI and Fed Uncertainty
December 1, 2025 Taylor Salisbury, CFP® | Partner & Private Wealth Manager In November, [...]
Read more Monthly Market Update for November: Volatility Amid AI and Fed Uncertainty
Reasons to Be Thankful This Holiday Season
November 17, 2025 Taylor Salisbury, CFP® | Partner & Private Wealth Manager With the holiday [...]
Read more Reasons to Be Thankful This Holiday Season
Risk Management Amid Credit Concerns and Cockroaches
November 10, 2025 Taylor Salisbury, CFP® | Partner & Private Wealth Manager There’s an [...]
Read more Risk Management Amid Credit Concerns and Cockroaches
Monthly Market Update for October
November 4, 2025 Taylor Salisbury, CFP® | Partner & Private Wealth Manager The stock market [...]
Read more Monthly Market Update for October