THE EXCHANGE

Our objective for The Exchange is to provide an avenue for our team to deliver timely insights to our clients and followers. Posts center around either Investment Commentary and Strategy or Comprehensive Financial Planning Issues. On both fronts, we aim to deliver timely and relevant information that cuts through the noise that so often consumes the financial media.

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January 3, 2018

Tax Reform As We See It

After being signed into law by President Trump last week, Tax Reform is now a reality. As a result, we felt it appropriate to convey what we see as the defining characteristics of the bill, as well as what it may ultimately mean for the markets. The two most talked about corporate provisions of the […]

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December 6, 2017

2018 Outlook

As we begin to close the book on 2017, and start to peer into the looking glass to see what 2018 may bring, we think it is wise to reflect upon the year to see if there are any themes that may continue to hold into the New Year. 2017 has been a year that […]

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November 15, 2017

Commentary | November 2017

It is amazing that at the time of this writing we find ourselves already into the 11th month of 2017.

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