C-suite executives: Six strategies to maximize the tax efficiency of your portfolio By Kelly Pedersen, CFP®    For C-suite executives, the reward of multi-faceted compensation packages comes with potentially significant [...] READ MORE >

  The Fed, Interest Rates and Inflation…. What may lie ahead By Kelly Pedersen, CFP®    Whether in line to buy groceries or gas, you’ve likely experienced this first hand. [...] READ MORE >

What’s your legacy? What every female executive and business owner should do to prepare By Kelly Pedersen, CFP®    There comes an inflection point for every successful business woman when [...] READ MORE >

CHART OF THE MONTH: Market Volatility Between the crisis in Ukraine and the surge in inflation, volatility and uncertainty seem to be everywhere. In our latest chart of the month, [...] READ MORE >

        We live in a world constantly in flux … more so than ever it seems recently. The markets clearly demonstrate this, often on a daily basis, [...] READ MORE >

Dear Clients and Colleagues, Tensions in the Ukraine are coming to a head after much posturing. I wanted to provide some color as to how the situation might effect our [...] READ MORE >

Inflation is back: should you worry about it?  By Kelly Pedersen, CFP® Inflation is back in the news in a way we haven’t seen in years. The annual rate of [...] READ MORE >

7 ways to make the most of your charitable giving By Kelly Pedersen, CFP® It’s that time of year when many of us are feeling charitable and thinking about giving [...] READ MORE >