We do all our own research, which we share in our Monthly Economic Book, various white papers, macroeconomic and security-specific reports. In fact, we're one of the few wealth management firms that license their own Bloomberg terminal, making self-sourced research the highest priority in order to enhance our independent approach to total wealth management. Please browse reports in our Research Archive sections.

White Papers

The Quest for Financial Freedom

One in three Americans has not saved a single penny for retirement. To achieve any measure of financial independence, saving early and investing is the key. By saving early, investors capitalize on the powerful concept of compounding returns, which allows their contributions to grow into larger amounts.

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White Papers Archive

President’s Letters

Staying in Touch, 1/31/18

I recently found some research that pitted willpower and self control against social emotions such as gratitude, compassion, and pride (mostly from highly moral activities such as giving).

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President’s Letters Archive

Research Briefs

Fed Brief

The Fed left the benchmark Federal Funds Rate unchanged at their September meeting, despite acknowledging continued improvement in the economy.

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Research Briefs Archive

Monthly Insights

Monthly Insights - February 2018

With a blink of an eye another record run is now complete. February 5th marked the end of a historic run of limited volatility for the S&P 500.

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Monthly Insights Archive