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Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

October 20, 2025 — Two auto-industry bankruptcies involving alleged fraud have spooked markets and raised concerns about systemic lending problems, but current data suggests these are isolated incidents rather than evidence of broader issues with lending standards.

Jacob Ward and Joshua Norman

Incentive Stock Options

Turning Equity Compensation into a Strategic Asset

October 16, 2025 — Equity awards have become increasingly popular among employers, as they can enhance employee retention, motivate performance, and be tied to metrics that align with broader company objectives. We explore common equity compensation structures you might encounter and strategies for maximizing their value.

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

October 13, 2025 — When building a diversified portfolio, there's a good case to be made for including international stocks.

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Dustin Ribergaard

Lead Concierge

Find your ideal financial advisor with our personalized Concierge Program.

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Dustin Ribergaard

Lead Concierge

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Here are some valuable insights to read before your meeting

Ben Pace

Partner & Chief Investment Officer

Economic and Market Outlooks

Fourth Quarter 2025 Economic and Market Outlook

October 9, 2025 - The U.S. economy continues to outperform global peers, supported by resilient growth, strong earnings, and optimism around AI-driven investment, even as tariffs and still-tight monetary…

Jacob Ward and Joshua Norman

Incentive Stock Options

Turning Equity Compensation into a Strategic Asset

October 16, 2025 - Equity awards have become increasingly popular among employers, as they can enhance employee retention, motivate performance, and be tied to metrics that align with broader…

Dan Donofrio

Partner

Individuals and Families

How High-Net-Worth Families Pay for College

October 6, 2025 - High-net-worth families can often afford college outright, but thoughtful planning turns tuition into a strategic opportunity. From 529 plans and trusts to insurance and gifting…

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