Taxes 101

  In November of 1789, Benjamin Franklin wrote to a friend to inquire about his health and give a brief update on his life. His letter included this line “Our new Constitution is now established, everything seems to promise it will be durable; but, in this world, nothing is certain except death and taxes.” This […]

49 CARES

Introducing 49 Cares WHAT IS 49 CARES? 49 Cares is an employee resource group that leads the firm in our philanthropic efforts, which includes finding nonprofit partners for service projects and trainings like these stories captured in these videos. the employees shared how the work each of the nonprofits they served with are doing aligns […]

Focused Generosity

One of the things I’m most grateful for is a dinner I had earlier this year. While the food was fantastic, the memorable part of the dinner was the lesson I learned from a sage friend. Throughout our dinner, I had been airing my laments to my buddy. He stopped me and asked why most […]

Functional Generosity

November is the month when Americans celebrate Thanksgiving. Historically, Americans celebrated the Fall harvest by “giving thanks” for the blessings. Whether the harvests were bountiful or scarce, the holiday was a time for people to practice gratitude. Today, very few of us are farmers. Society is much less agrarian, but the holiday remains intact and […]

RCU: What Report Cards Teach Us About Retirement

Recently, I was helping one of my kids clean out their room. In one of their drawers were some old report cards. Looking at these documents was like a stroll down memory lane for me. When they were 4, I remember they could “identify numbers” and had “empathy for their peers.” By elementary school, they […]

Road Hazards to Retirement

Is the future of your financial situation in retirement confusing? We have the 49 Financial Retirement Check-Up to help put your mind at ease.

Ready for your dream retirement?

49 Financial Retirement Check-Up

Is the future of your financial situation in retirement confusing? We have the 49 Financial Retirement Check-Up to help put your mind at ease.

Portfolio Construction

How do we construct portfolios for our clients? It’s simple. We take a systematic approach!