Helping you navigate the market's twists and turns.

In this Office Hours Wealth Planning Series segment, Senior Wealth Planners Patrick Schultz and Shelby Anderson outline how to begin the estate planning process, starting with assessing assets, organizing records, and avoiding common administrative pitfalls.

In this Office Hours Wealth Planning Series discussion, Senior Wealth Planners Patrick Schultz and Shelby Anderson highlight incapacity planning, legacy goals, and business continuity, sharing real-world stories that show why proactive planning protects families and preserves wealth.

In this Office Hours Wealth Planning Series session, Senior Wealth Planners Patrick Schultz and Shelby Anderson explain why estate planning matters—covering client control, beneficiary protection, tax efficiency, and family harmony for clients at every wealth level.

In this video series, Head of Client Portfolio Management Glenn Dorsey answers advisors’ most frequently asked questions. In this episode, Glenn discusses the short- and long-term market impacts of geopolitical events and how to talk about them with clients.

In our final Office Hours Wealth Planning episode, Senior Wealth Planners Patrick Schultz and Shelby Anderson discuss the unique challenges unmarried couples face, why legal rights are limited without formal documentation, and the planning strategies needed to protect partners and avoid unintended outcomes.