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  • Fitness and Finance: Parallels in Achieving Goals

    Early morning 'Shark week' workouts with a client who hated exercising as much as CIO Dominic Ceci hated waking up at 5 AM taught him the power of specific goals, understanding the price of success and focusing on the big picture—lessons that apply just as much to investing as they do to fitness. Learn more here.

  • Someone Is Still Working on the Blue

    Before every fireworks finale, someone spends years solving an impossible problem. In this Independence Day reflection, CIO Dominic Ceci explores what fireworks, innovation and America's 250-year experiment can teach us about investing in the people who keep working on the blue.

  • Mortgage Pre-Approval: Everything You Need to Know

    Obtaining a mortgage-preapproval is crucial for prospective homebuyers. Learn the four simple steps of the mortgage pre-approval process, along with answers to your homebuying questions.

  • Equity Update: Policy Uncertainty and a Chance to Play Offense

    Market volatility can raise questions and concerns. Chief Investment Officer, Dominic Ceci, and Portfolio Manager, Eric Bernal, sat down to discuss the latest market fluctuations, what’s driving them and how to think about the current volatility.

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