What is Fair Value and Why Does it Matter for Your Investments?
Fair value goes beyond market price and is often determined using key valuation metrics like P/E ratio, ROE, and DCF, along with factors like growth potential and investor sentiment.
Trusts or Inheritance? Building an Estate Plan That Works for You
Is a trust or outright inheritance right for your family? Explore essential estate planning strategies, protect your assets, and secure your heirs’ futures.
Navigating Market Volatility: A Thoughtful Approach
In times of market uncertainty, it is natural to feel uneasy about your investments. As your trusted advisors, we want to reassure you that we are actively monitoring market movements, analyzing trends, and adjusting strategies, as necessary. Our investment philosophy…
Common Mistakes When Filing a Tax Extension
Filing a tax extension can be a smart financial move, especially for individuals with complex tax situations, business owners, and high-net-worth individuals who need extra time to finalize their returns. However, misunderstanding how tax extensions work can lead to costly…
Investment Commentary | February 2025
February brought market volatility as trade tensions, layoffs, and inflation concerns grew. Some sectors held strong, but uncertainty looms. Is stagflation ahead?
What Heirs Should Know About Taxes When Inheriting a Trust
Learn key tax implications, from estate and income taxes to capital gains, to make informed financial decisions as the heir to a trust.
Investment Commentary | January 2025
January kicked off 2025 with market highs, AI-driven volatility, and rising tariff tensions. While investors navigated uncertainty, strong earnings and safe-haven demand shaped the month’s outlook.
Protecting Land and Legacy
Secure your family's farmland with trusts, gifting strategies, and tax-efficient estate planning to preserve your legacy for future generations.
What Is the Missouri Long-Term Dignity Account and How Can It Help You?
Learn about the Missouri Long-Term Dignity Account, a tax-advantaged savings plan helping residents save for long-term care with flexibility and state tax benefits.
Investment Commentary | December 2024
December brought a rocky close to 2024, with markets facing challenges but maintaining resilience. Optimism around AI advancements, rate cuts, and election outcomes kept investors focused on opportunities ahead.