by lportee53 | May 11, 2026 | Current Commentary
1st Quarter 2026 Commentary Is it Time to Revisit Your Estate Documents? Do you ever wish you could spend a little more time thinking about your end-of-life decisions? Or have you been hoping that you could bring up a really awkward topic with your kids at this year’s...
by lportee53 | Jun 12, 2025 | Additional Commentary
1st Quarter 2025 Commentary Filling Our Short-Term Bucket In January’s commentary (“Uncertainty is the Only Certainty”) we outlined our firm’s “Future Planned Income” strategy. This was not something new that we just implemented, but rather a reminder of our firm’s...
