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Insights

Some preeminent thinking for our preeminent prospects.

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Market Review

Quarterly Market Review

Second Quarter 2026

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Market Review

Quarterly Market Review

First Quarter 2026

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Market Perspective

Year-End Market Perspective

Closing out the 2025 markets

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Video

Truth, Honor, Transparency.

How Blaine Lourd redefined wealth management

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Planning

5 Ways to Wrap Up 2025 Financially

Practical year-end financial strategies to close 2025

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Market Review

Quarterly Market Review

Third Quarter 2025

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Economy

Breaking Down the One Big Beautiful Bill Act

Strategic tax and investment insights for high-net-worth individuals

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Market Review

Quarterly Market Review

Second Quarter 2025

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Planning

A Proactive Approach to Selling a $40M Business

Strategies for tax efficiency, wealth preservation, and legacy planning

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