Helping you navigate the market's twists and turns.

In this episode of Office Hours, Senior Wealth Planner Patrick Schultz explores the difference between a stock sale and an asset sale and discusses how the seller of a business may have a better tax result with a stock sale.

In this Office Hours Wealth Planning episode, Senior Wealth Planners Patrick Schultz and Shelby Anderson discuss the growing use of online will and trust providers, when these services may be appropriate, the limitations advisors should be aware of, and why proper execution and legal review remain critical.

In the first episode of our Office Hours Wealth Planning series, Senior Wealth Planners Patrick Schultz and Shelby Anderson explore what probate is, why it occurs, and the key reasons many families choose to avoid it.

In the second episode of our Office Hours Wealth Planning series, Senior Wealth Planners Patrick Schultz and Shelby Anderson outline which assets are subject to probate, how title and beneficiary designations impact the process, and why misconceptions around wills and joint ownership often create estate planning pitfalls.

In this episode of Office Hours, Head of Client Portfolio Management Glenn Dorsey discusses whether or not the market is in a bubble.

In this episode of Office Hours, Head of Client Portfolio Management Glenn Dorsey discusses AI's potential to fuel earnings growth.