Insights

From our families to yours, we wish you a very Merry Christmas and Happy New Year!

Join our Investment Team as they discuss our outlook on 2025 bull, bear, and base scenarios.

As the year draws to a close, it's the perfect time to take a step back and review your financial situation. In this article, we…

The holiday season is a time of joy, reflection, and generosity. It's a great opportunity to engage in charitable giving, not only to spread cheer…

The wait is over, and the results are in – Donald Trump has won the 2024 Presidential Election. Join our Investment Team as they provide…

Today is Election Day, and we let our voices be heard at the ballot box. If you haven't already, we hope you'll take part in…

Episode 7 of our podcast, This is Wealth – Living Life Richly, is now available. In this episode of This is Wealth - Living Life…

Episode 6 of our podcast, This is Wealth – Living Life Richly, is now available. In this episode, host Liz Crawford welcomes Teri Grubb, Sendero…

Episode 5 of our podcast, This is Wealth – Living Life Richly, is now available. In this episode, Liz Crawford speaks with Lisa Friel, CPA…

Is it ever too late to have financial conversations with your kids? In our latest video, we explore why having these conversations is important and…

Episode 4 of our podcast, This is Wealth – Living Life Richly, is now available. In this episode, join host Elizabeth Crawford on “This is…

Episode 3 of our podcast, This is Wealth – Living Life Richly, is now available. Join host Elizabeth Crawford on “This is Wealth,” as she…