Articles
Market CommentaryWhat We Know and What We Don't Know About Tariffs
|Read MoreThis past Wednesday, President Trump announced a sweeping set of tariff measures (duties on imported goods), calling the event “Liberation Day.” The measures enacted a 10%...
Firm NewsHottest Ticket In Town
|Read MoreThe hottest ticket in town this March was Becker Capital’s Perspectives event titled: Reviving the City of Roses. The idea for this year’s Perspectives theme came...
Market Commentary / Wealth ManagementLions and Lambs
|Read MoreLike most old proverbs, “In like a lion, out like a lamb” has a litany of origin theories and citations. By consensus, the saying has...
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Financial Planning / Wealth Management / Tax and Estate Planning
You Received an Inheritance: Now What?
|Read MoreChances are that every person, at some point in their life, will receive an inheritance. It could be small; it could be big. It could...
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Non-Profit Management
Evaluating Nonprofits: A Checklist for Smart Giving
|Read MoreJim Sinegal, the founder of Costco, claimed he could tell the difference between a good Costco store and a great one within twenty feet of...
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Financial Planning / Wealth Management
In Pursuit of Retirement Bliss
|Read MoreAfter reading last month’s blog post on return to office, it occurred to me I’ve had more clients retire since Covid than I’ve had in...
