Latest Insights
Viewpoint- March 2021
How could rising yields impact economic growth and stock prices?
03.08.21 Taxes1099 Forms
Explaining the many types of 1099 forms and their uses.
03.01.21 NewsKirk and Dechant Named to Forbes Top List
Forbes announces their Best-In-State Wealth Advisors for 2021. Congratulations to Partner, Tom Kirk, and CEO, Margaret Dechant, for being chosen…
02.28.21 NewsAnd the Winner is…
The team ‘virtually’ took home the Private Asset Management 2021 award for Women in Wealth Advocate of the Year- Firm…
02.15.21 NewsRecipients of the 2020 Core Value Awards
Each quarter, employees of the firm nominate a fellow team member that exhibits our stated core values. Below are the…
02.15.21 Finance Planning & InvestmentsEconomic Indicator Report- February 2021
There is no single indicator that can tell us how best to invest. However, we find it is vital to…
02.09.21 February 2021 ViewpointViewpoint- February 2021
The market is seeing a strong start to 2021, but will the trend continue?
02.09.21 NewsWe’ve Made the Short-List!
We are thrilled to have been chosen by the Private Asset Management Awards committee for multiple honors including: Best Firm…
01.26.21 NewsDechant Shares Our Recruitment Strategies with WealthManagement.com
“To attract talented financial advisors, this means offering something they don’t get elsewhere, and it can’t just be money.” CEO,…
01.14.21 Finance Planning & InvestmentsBreaking Down 2020 Performance
Breaking Down 2020 Performance What type of characteristics do you like to see when choosing stocks to invest in? Broadly…
01.14.21 January 2021 ViewpointViewpoint- January 2021
View the dramatic drawdowns and recoveries in 2020.
01.08.21 NewsForbes Advisor Year-End Market Review featuring comments from Andrew Mies
2020 Stock Market in Review: A Year That Defied Expectations Read the full article here.
01.04.21