Insights

Wealth Insights

August 28, 2025

College Savings Strategy: A Dad/Portfolio Manager’s Perspective on Giving, Debt, and Financial Wisdom

by Eric Bernal

Wealth Insights

July 25, 2025

Private Market Valuations Under Fire—But Are They Really Inflated?

by Jon Henshue

Wealth Insights

May 22, 2025

Stocks Back to Breakeven and Why We Don’t Day (or Night) Trade

by Jason Herried, Drake Dorfner

Markets and Economy

February 05, 2025

Investment Outlook 2025: Navigating Uncertainty with Alternatives

by Jon Henshue

Markets and Economy

January 23, 2025

2025 Investment Outlook – Dare to Be Diversified

by Jason Herried

Investment Commentary

May 24, 2024

“Always something exciting, always something damaged”— Q&A on alternative investment opportunities

by Jon Henshue

Young Professionals

Investing for Gen Z Women: Top Considerations for Success

Investment Commentary

January 05, 2024

Unwrapping 2023’s Surprises

by Jon Henshue

Financial Planning Insights

Charitable Giving Designed to Enhance Non-Charitable Goals: Part V of VI and Understanding Testamentary Charitable Lead Trusts

by Joe Maier

Commercial Insights

Current CRE Market From a Commercial Banking Perspective

by Pat Lawton